How big is Visionpoint Group LLC's plan?

Visionpoint Group LLC's plan reported $1.4M in assets and 38 participants for 2023.

Original filing (PDF)20240920114424NAL0013048592001

Visionpoint Group LLC

Name: Visionpoint Group LLC — Visionpoint Group LLC 401(k), Form 5500 (2023)
Creator: Visionpoint Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visionpoint Group LLC 401(k) Plan

401(k) retirement plan · Visionpoint Group LLC's Visionpoint Group LLC 401(k) Plan held $1.4M in plan assets for 38 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Donald Peterson signed Visionpoint Group LLC's 2023 Form 5500 as plan administrator.

Donald Peterson — 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

Visionpoint Group LLC's EIN is 92-1024573.

EIN 92-1024573

Plan number 001

Plan year 2023

ACK ID 20240920114424NAL0013048592001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Visionpoint Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Visionpoint Group 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 VISIONPOINT GROUP LLC.

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Plan health score

Above-average plan

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