Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
IVISION CONSULTING, INC.
EIN 26-1464139information technology and servicesLatest filing 2024
Plans
3
Retirement
2
$4.0M assets
Welfare
1
Participants
89
12300 TWINBROOK PKWY, #206 - ROCKVILLE, MD 20852301-538-0541ivisionconsulting.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 70 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
IVISION, INC. 401(K) SAFE HARBOR PLAN
401k
Assets$3.6M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
IVISION CONSULTING INC CASH BALANCE PLAN
CashBalance
Assets$392K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
IVISION CONSULTING INC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IVISION, INC. 401(K) SAFE HARBOR PLAN | 401k | $3.6M | 51 | 2024 | |
| 002 | IVISION CONSULTING INC CASH BALANCE PLAN | CashBalance | $392K | 19 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | IVISION CONSULTING INC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans