Plan Snapshot
- Plan Sponsor: Visionary Integration Professionals, LLC
- Sponsor EIN: 202969301
- Sponsor Address: 10940 WHITE ROCK RD. STE 210, RANCHO CORDOVA, CA, 95670
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $35.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 126 | $35.4M | $152,685 | $1.6M |
| 2023 | 134 | $32.6M | $206,130 | $1.6M |
| 2022 | 159 | $27.9M | $183,780 | $1.7M |
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 |
|---|---|---|---|---|
| MANN, URRUTIA, NELSON, CPA'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MANN, URRUTIA, NELSON, CPA'S — 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 | $97,341 | $51,591 | — | — | — |
| 2023 | $89,959 | $44,009 | — | $5,000 | — |
| 2022 | $89,265 | $55,037 | $31,478 | — | — |