Sponsor portfolio
VIZIONARY WEALTH MANAGEMENT
EIN 20-5972107financial servicesLatest filing 2025
Plans
1
Retirement
1
$817K assets
Welfare
0
Participants
17
1020 W. 18TH STREET, SUITE 1 - WILMINGTON, DE 19802302-635-9400LinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VIZIONARY WEALTH MANAGEMENT 401(K) RETIREMENT PLAN | 401k | $817K | 17 | 2025 |
Retirement plans