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Original filing (PDF)20250811141249NAL0007031505001
VISIONARY COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
VISIONARY COMMUNICATIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure29% in single holding
Active participants
203
Accounts w/ balance
172
Plan assets (EOY)
$12.7M
Net assets (EOY)
$12.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
86
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity Investments Fidelity Freedom 2040 Fund K6" is 29% of plan.
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISIONARY COMMUNICATIONS, INC..
Plan sponsor
Name
VISIONARY COMMUNICATIONS, INC.
EIN
83-0313552
Address
PO BOX 2799 · GILLETTE, WY · 827172799
Phone
(307) 682-1884
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SCOTT MILLER CPA AND ASSOCIATES, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $27K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities· $12.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2040 Fund K6 | — | — | — | $3.6M | 28.5% | |
| Fidelity Investments Fidelity Freedom 2045 Fund K6 | — | — | — | $1.3M | 10.4% | |
| Fidelity Investments Fidelity Freedom 2050 Fund K6 | — | — | — | $1.2M | 9.6% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $973K | 7.6% | |
| Fidelity Investments Fidelity Freedom 2035 Fund K6 | — | — | — | $793K | 6.2% | |
| Fidelity Investments Fidelity Government Money Market Fund K6 | — | — | — | $701K | 5.5% | |
| Fidelity Investments Fidelity Freedom 2055 Fund K6 | — | — | — | $679K | 5.3% | |
| Fidelity Investments Fidelity Freedom 2030 Fund K6 | — | — | — | $546K | 4.3% | |
| Macquarie Small Cap Value R6 | — | — | — | $425K | 3.3% | |
| Participant Loans Interest rates range from 4.25% to 9.50% | — | — | — | $376K | 3.0% | |
| Fidelity Investments Fidelity Freedom 2025 Fund K6 | — | — | — | $328K | 2.6% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $316K | 2.5% | |
| Fidelity Investments FID FREEDOM 2065 K6 | — | — | — | $266K | 2.1% | |
| Fidelity Investments Fidelity Freedom 2060 Fund K6 | — | — | — | $256K | 2.0% | |
| Franklin Templeton Investments ClearBridge Select Fund I | — | — | — | $253K | 2.0% | |
| American Funds American Funds The Growth Fund of America R6 | — | — | — | $227K | 1.8% | |
| American Funds American Funds The Bond Fund of America R6 ** 597 Janus Henderson Janus Henderson Contrarian Fund | — | — | — | $126K | 1.0% | |
| Victory Capital Victory RS Global R6 | — | — | — | $94K | 0.7% | |
| Fidelity Investments Fidelity Freedom 2020 Fund K6 | — | — | — | $75K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $49K | 0.4% | |
| Janus Henderson Janus Henderson Triton Fund N | — | — | — | $43K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $11K | <0.1% | |
| Fidelity Investments Fidelity Global ex U.S. Index Fund | — | — | — | $8K | <0.1% | |
| Fidelity Investments Fidelity Freedom Income Fund K6 | — | — | — | $6K | <0.1% | |
| FPA New Income - Institutional | — | — | — | $4K | <0.1% | |
| AMG Funds AMG GW&K Small Mid Cap Core Z | — | — | — | $4K | <0.1% |
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