How big is Visioneering Asset Management Co.'s plan?

Visioneering Asset Management Co.'s plan reported $202K in assets and 2 participants for 2024.

Original filing (PDF)20260106143951NAL0009040064001

Visioneering Asset Management Co.

Name: Visioneering Asset Management Co. — Visioneering, Form 5500 (2024)
Creator: Visioneering Asset Management Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visioneering Asset Management Co. Profit Sharing Plan

Defined-contribution retirement plan · Visioneering Asset Management Co.'s Visioneering Asset Management Co. Profit Sharing Plan held $202K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

BART Pluta signed Visioneering Asset Management Co.'s 2024 Form 5500 as plan administrator.

BART Pluta — 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

Visioneering Asset Management Co.'s EIN is 86-0185823.

EIN 86-0185823

Plan number 004

Plan year 2024

ACK ID 20260106143951NAL0009040064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visioneering Asset Management Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visioneering Asset Management Co.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISIONEERING ASSET MANAGEMENT CO..

Finding similar companies…

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

Knocking points off