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Original filing (PDF)20250407141915NAL0016372097001
VISONQUEST NATIONAL, LTD.
Form 5500
FILING_RECEIVED
VISIONQUEST NATIONAL, LTD. EE 401(K) PLAN
401(k) retirement plan
Signals · 2
~88 bps in Sched C feesNo recordkeeper disclosed
Active participants
553
Accounts w/ balance
652
Plan assets (EOY)
$12.3M
Net assets (EOY)
$12.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 205% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VISONQUEST NATIONAL, LTD..
Plan sponsor
Name
VISONQUEST NATIONAL, LTD.
EIN
86-0278038
Address
P.O. BOX 12906 · TUCSON, AZ · 85732
Phone
(520) 818-3950
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $64K | — |
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 | — | RETAINED BY PLAN SPONSOR | $23K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | RETAINED BY PLAN SPONSOR | $22K | — |
Investments
1 pooled fund· $829K(7% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FEDERATED CAPITAL PRESERVATION SP FEDERATED · EIN 22-2712853 / PN 001 | Common Collective Trust | $829K | 6.7% |
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