# Visionary Integration Professionals, LLC 401(k) Plan
Source: https://planprovider.pro/companies/visionary-integration-professionals-llc-401k-plan

> Visionary Integration Professionals, LLC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$51,591|—|$51,591|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$33,300|—|$33,300|

| MANN URRUTIA NELSON CPA & ASSOCIATE|OTHER|$12,450|—|$12,450|

| 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](https://planprovider.pro/provider/mun-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $97,341

- **Estimated Expense Ratio:** 0.275% of plan assets

### 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|—|—|

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