Plan Snapshot
- Plan Sponsor: Visionary Holding Company, INC.
- Sponsor EIN: 261854466
- Sponsor Address: 4270 STERILITE SE SR, MASSILLION, OH, 44646
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 225 | $10.2M | $356,575 | $772,007 |
| 2023 | 129 | $8.5M | $328,777 | $705,032 |
| 2022 | 145 | $6.7M | $284,045 | $634,472 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| 415 GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 415 GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $585,169 | — | $56,904 | — | — |
| 2023 | $45,547 | $29,053 | — | — | — |
| 2022 | $44,034 | $875 | — | — | — |