# Visionist, INC. DC Plan
Source: https://planprovider.pro/companies/visionist-inc-plan-002

> Visionist, INC.'s DC plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Visionist, INC.

- **Sponsor EIN:** 272668011

- **Sponsor Address:** 6700 ALEXANDER BELL DRIVE, COLUMBIA, MD, 21046

- **Plan Type:** DC

- **Total Participants:** 152

- **Total Assets:** $32.9M

## 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|152|$32.9M|$1.8M|$0|

| 2023|127|$23.8M|$1.8M|$0|

| 2022|115|$15.0M|$837,879|$0|

## 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|$15|—|—|—|—|

| 2023|$634,225|—|—|—|—|

| 2022|$396,447|—|—|—|—|

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