Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$38.1M
Filings through .
Visionist, Inc
EIN 27-2668011defense & spaceLatest filing 2025
Plans
3
Retirement
2
$95.0M assets
Health & Benefits
1
$2.2M premiums
Participants
555
6700 ALEXANDER BELL DR STE 440 - COLUMBIA, MD 21046443-228-1776visionistinc.comLinkedIn51-200 employeesdefense & space
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $95.0M assets / 384 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- T ROWE PRICE RPS INC$56.9M
- (Not disclosed)$38.1M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 357 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Dental$2.1M
- Vision$2.1M
- Life$130K
- Short-term disability$130K
- Long-term disability$130K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VISIONIST, INC. 401(K) PLAN
401(k)
Assets$56.9M
Participants211
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$38.1M
Participants173
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HEALTH AND WELFARE PLAN
Fully insured - CAREFIRST OF MARYLAND, INC.
Premiums$2.2M
Covered lives357
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VISIONIST, INC. 401(K) PLAN | 401(k) | $56.9M | 211 | 2025 |
| #002 | VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $38.1M | 173 | 2025 |
- #001 · 401(k) · 2025211
- #002 · ESOP · 2025173
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HEALTH AND WELFARE PLAN | Fully insured | CAREFIRST OF MARYLAND, INC. | $2.2M | 357 | 2025 |
- #501 · Fully insured · CAREFIRST OF MARYLAND, INC. · 2025357
Retirement plans
Health & Benefits plans