How big is Vision ESOP Valuation, LLC's plan?

Vision ESOP Valuation, LLC's plan reported $635K in assets and 9 participants for 2024.

Original filing (PDF)20250619121609NAL0004709792001

Vision ESOP Valuation, LLC

Name: Vision ESOP Valuation, LLC — Vision ESOP Valuation, Form 5500 (2024)
Creator: Vision ESOP Valuation, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vision ESOP Valuation 401(k) Plan

401(k) retirement plan · Vision ESOP Valuation, LLC's Vision ESOP Valuation 401(k) Plan held $635K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

People on this filing

Brandon Finnie signed Vision ESOP Valuation, LLC's 2024 Form 5500 as plan administrator.

Brandon Finnie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vision ESOP Valuation, LLC's EIN is 82-5516548.

EIN 82-5516548

Plan number 001

Plan year 2024

ACK ID 20250619121609NAL0004709792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vision ESOP Valuation, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vision ESOP Valuation, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISION ESOP VALUATION, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score