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Sponsor portfolio

ASSET VISION LOGISTICS, LLC

EIN 47-3210261-Information-Latest filing 2025
Plans
2
Retirement
2
$874K assets
Welfare
0
Participants
15
101 LAKE ST W ST 230 - WAYZATA, MN 55391317-417-8422
Plans on this EIN
2 filings
#002CashBalance-$531K - 5 part#001401k-$342K - 10 part

Retirement portfolio analytics

2 plans aggregated / $874K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • AVL 401(K) (#001)39%
Total $874KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AVL 401(K) (#001)10
  • CASH BALANCE PLAN (#002)5
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AVL CASH BALANCE PLAN

CashBalance

Assets$531K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

AVL 401(K) PLAN

401k

Assets$342K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AVL CASH BALANCE PLANCashBalance$531K52024
001AVL 401(K) PLAN401k$342K102025
Retirement plans
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