How big is Vision Financial Group LLC's plan?

Vision Financial Group LLC's plan reported $7.3M in assets and 58 participants for 2024.

Original filing (PDF)20250721132542NAL0003244722001

Vision Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Vision Financial Group 401(k) Plan

401(k) retirement plan · Vision Financial Group LLC's Vision Financial Group 401(k) Plan held $7.3M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

People on this filing

Joseph Dileo signed Vision Financial Group LLC's 2024 Form 5500 as plan administrator.

Joseph Dileo — 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 Financial Group LLC's EIN is 87-1776380.

EIN 87-1776380

Plan number 001

Plan year 2024

ACK ID 20250721132542NAL0003244722001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vision Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VISION FINANCIAL GROUP 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