Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 32 in 2023
Providers › Visionpoint Advisory Group
Visionpoint Advisory Group
- Service provider, as named on Schedule C
- EIN 463329350
- Plan year 2024
- Direct compensation reported $639,869
Assets of those plans
$1,684,966,469
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$639,869
62% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 28 |
| 99 | Other fees | 13 |
| 50 | Direct payment from the plan | 3 |
| 51 | Investment management fees paid directly by plan | 2 |
| 15 | Recordkeeping and information management | 1 |
| 16 | Consulting (general) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Employee 401(k) Savings Plan | Employees Retirement Plan of Consolidated Electrical Distrib | $1,176,280,847 | 15,099 | $95,000 |
| EMP Serv, LLC 401(k) Profit Sharing Plan | EMP Serv | $72,382,321 | 1,486 | $0 |
| BG Staff Services Inc. Retirement Savings Plan | BG Staff Services | $44,293,683 | 636 | $66,589 |
| Muth Electric, Inc. 401(k) Retirement Plan | Muth Electric | $42,477,447 | 594 | $0 |
| Plains Commerce Bank Retirement Plan | Plains Commerce Bank | $37,838,020 | 558 | $0 |
| Moroch Holdings, Inc. 401(k) Savings Plan | Moroch Holdings | $35,039,838 | 443 | $48,800 |
| Westdale Asset Management, Ltd 401(k) Plan | Westdale Asset Management | $28,800,823 | 492 | $45,932 |
| Shur-co, LLC 401(k) Plan | Shur-Co | $21,717,565 | 486 | $36,041 |
| Thompson Solutions Group 401(k) Plan | Tec-corp | $20,458,097 | 208 | $49,692 |
| One Technologies 401(k) Plan | One Technologies | $20,161,061 | 132 | $37,875 |
| CEC 401(k) Retirement Plan | CEC Electrical | $19,696,320 | 1,434 | $0 |
| South Oxford Management LLC 401(k) Plan | South Oxford Management | $19,308,295 | 513 | $0 |
| Remotely Piloted Solutions, LLC | Remotely Piloted Solutions | $17,850,452 | 114 | $0 |
| Chuy's Opco, Inc. 401(k) Plan | Chuy's Opco | $17,476,578 | 367 | $0 |
| Dallas Zoo Management, Inc. 401(k) Plan | Dallas Zoo Management | $16,819,196 | 396 | $33,990 |
| Adams Thermal Systems Retirement Savings Plan | Adams Thermal Systems | $16,226,411 | 293 | $37,014 |
| R.K. Black, Inc. Retirement & Savings Plan | R.K. Black | $14,364,934 | 144 | $32,161 |
| Stubbe & Associates, Inc. Savings Plan | Stubbe & Associates | $12,542,761 | 122 | $33,382 |
| Handicap Village D/B/A One Vision 401(k) Retirement Savings Plan | Handicap Village DBA One Vision | $9,547,883 | 259 | $0 |
| Teasdale Foods Union 401(k) Plan | Teasdale Foods | $8,975,819 | 459 | $10,305 |
| Wheeler Manufacturing Co., Inc. Profit Sharing/401(k) Trust | Wheeler Manufacturing | $7,783,217 | 104 | $0 |
| Immunotek Bio Centers, LLC 401(k) Savings Plan | Immunotek Bio Centers | $6,669,725 | 331 | $18,188 |
| Kalkomey Enterprises, LLC Retirement Plan | Kalkomey Enterprises | $6,401,361 | 124 | $13,150 |
| LIV Employee Benefits 401(k) Profit Sharing Plan and Trustrecordkeeper | LIV Employee Benefits | $5,269,871 | 752 | $3,431 |
| Stoney Creek 401k) Plan | Stoney Creek Hospitality | $4,805,523 | 160 | $16,016 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.