# Visionary Schools 401(k) Plan
Source: https://planprovider.pro/companies/visionary-schools-476908131-501

> Visionary Schools's 401(k) plan: 1,260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Visionary Schools

- **Sponsor EIN:** 476908131

- **Sponsor Address:** 1336 BASSWOOD ROAD, SCHAUMBURG, IL, 60173

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 1,260

- **Total Assets:** $980,409

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,260|$980,409|$9.1M|$3.0M|

| 2023|1,214|$1.3M|$7.3M|$2.8M|

| 2022|1,226|$608,017|$5.7M|$2.4M|

## 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|

| HUB INTERNATIONAL|Investment Advisor|$77,987|—|$77,987|

| HUB INTERNATIONAL MIDWEST LIMITED|Investment Advisor|$28,457|—|$28,457|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,444

- **Estimated Expense Ratio:** 10.857% 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|$8,973|—|—|—|—|

| 2023|$5,135|—|—|—|—|

| 2022|$1,370|—|—|—|$1,370|

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