Sheri Dilny signed Vision33, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vision33, Inc.'s EIN is 98-0417630.
Download the official 2024 Form 5500 (PDF) for Vision33, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vision33, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HASKELL & WHITE LLP | 33-0310569 | — | AUDITOR | $15K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT K | Other securities | — | — | $1.8M | 14.8% | |
| FIDELITY 500 INDEX INSTITUTIONAL PREM | Common Collective Trusts | — | — | $1.7M | 13.4% | |
| TRANSAMERICA STABLE VALUE STRATEGY OPTION | Stable Value | — | — | $982K | 8.0% | |
| BLACKROCK LIFEPATH INDEX 2055 K | Other securities | — | — | $945K | 7.7% | |
| AMERICAN CENTURY ULTRA R6 | Other securities | — | — | $738K | 6.0% | |
| CORE BOND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $723K | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2035 K | Other securities | — | — | $566K | 4.6% | |
| JPMORGAN EQUITY INCOME R6 | Other securities | — | — | $544K | 4.4% | |
| BLACKROCK LIFEPATH INDEX 2045 K | Other securities | — | — | $527K | 4.3% | |
| FIDELITY INTERNATIONAL INDEX | Mutual Funds | — | — | $432K | 3.5% | |
| PARNASSUS CORE EQUITY INVESTOR | Other securities | — | — | $419K | 3.4% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $295K | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2050 K | Other securities | — | — | $288K | 2.3% | |
| PIMCO REAL RETURN A | Mutual Funds | — | — | $287K | 2.3% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $266K | 2.2% | |
| PGIM GLOBAL TOTAL RETURN R6 | Other securities | — | — | $212K | 1.7% | |
| AMERICAN NEW PERSPECTIVE R5 | Other securities | — | — | $209K | 1.7% | |
| FIDELITY INTERNATIONAL CPTL APPREC K6 | Mutual Funds | — | — | $205K | 1.7% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $202K | 1.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50%, maturing through 2029 | Bonds / Notes | — | — | $192K | 1.6% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL | Mutual Funds | — | — | $176K | 1.4% | |
| INVESCO DISCOVERY R6 | Mutual Funds | — | — | $137K | 1.1% | |
| BLACKROCK LIFEPATH INDEX 2040 K | Other securities | — | — | $113K | 0.9% | |
| DFA US SMALL CAP VALUE I | Mutual Funds | — | — | $104K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2030 K | Other securities | — | — | $95K | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2060 K | Other securities | — | — | $92K | 0.7% | |
| INTERNATIONAL STOCK FUND CLASS R1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $66K | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2065 K | Other securities | — | — | $39K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
