How big is Visionfirst Advisors Holdings, LLC's plan?

Visionfirst Advisors Holdings, LLC's plan reported $101K in assets and 9 participants for 2024.

Original filing (PDF)20250714142232NAL0000942755005

Visionfirst Advisors Holdings, LLC

Name: Visionfirst Advisors Holdings, LLC — Visionfirst, Form 5500 (2024)
Creator: Visionfirst Advisors Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Visionfirst Advisors Holdings, LLC 401(k) Plan

401(k) retirement plan · Visionfirst Advisors Holdings, LLC's Visionfirst Advisors Holdings, LLC 401(k) Plan held $101K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

Plan identifiers

Visionfirst Advisors Holdings, LLC's EIN is 93-4762808.

EIN 93-4762808

Plan number 001

Plan year 2024

ACK ID 20250714142232NAL0000942755005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Visionfirst Advisors Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Visionfirst Advisors Holdings, 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 VISIONFIRST ADVISORS HOLDINGS, LLC.

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

Helping the score