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VENTURE VISIONARY PARTNERS

EIN 83-4717882-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$5.3M assets
Welfare
1
Participants
82
5520 MONROE STREET, SUITE B - SYLVANIA, OH 43560419-464-7413
Plans on this EIN
2 filings
#001401k-$5.3M - 45 part#501Self Funded-0 lives

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Retirement#001

VENTURE VISIONARY PARTNERS RETIREMENT PLAN

401k

Assets$5.3M
Participants45
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501

VENTURE VISIONARY PARTNERS SOCA BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VENTURE VISIONARY PARTNERS RETIREMENT PLAN401k$5.3M452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VENTURE VISIONARY PARTNERS SOCA BENEFIT PLANSelf Funded-$002025
Retirement plans
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