Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
VISION FINANCIAL MANAGEMENT LLC
EIN 46-4106594financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
8
122 BRD BLVD - CUYAHOGA FALLS, OH 44221330-929-9900visionfinancialmanagement.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 8 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
VISION FINANCIAL MANAGEMENT 401(K) P/S PLAN
401k
Assets$922K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VISION FINANCIAL MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$105K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VISION FINANCIAL MANAGEMENT 401(K) P/S PLAN | 401k | $922K | 4 | 2024 | |
| 002 | VISION FINANCIAL MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $105K | 4 | 2024 |
Retirement plans