Plan Snapshot
- Plan Sponsor: Visionweb Holdings LLC
- Sponsor EIN: 582611565
- Sponsor Address: 6500 RIVER PLACE BLVD BLDG 7 STE 25, AUSTIN, TX, 78730
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $114,344 | $228,654 |
| 2022 | 94 | $6.7M | $312,650 | $603,335 |
| 2021 | 96 | $8.0M | $0 | $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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | NONE | $21,604 | — | $21,604 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $914 | $8,769 | $9,683 |
| PLANTE MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,287
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 |
|---|---|---|---|---|---|
| 2023 | $5,776 | $5,466 | $310 | — | — |
| 2022 | $22,218 | $21,604 | $614 | — | — |
| 2021 | $38,607 | $23,128 | $15,479 | — | — |