Plan Snapshot
- Plan Sponsor: Visionist, INC
- Sponsor EIN: 272668011
- Sponsor Address: 6700 ALEXANDER BELL DR STE 440, COLUMBIA, MD, 21046
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $50.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 153 | $50.1M | $1.3M | $2.5M |
| 2023 | 127 | $40.8M | $1.0M | $2.1M |
| 2022 | 113 | $30.9M | $915,998 | $1.9M |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $795 | — | — | — | — |
| 2023 | $638 | — | — | $638 | — |
| 2022 | $1,100 | — | — | — | — |