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Visionpoint Advisory Group
Matched across 9 name variants in the filings
Visionpoint Advisory Group summary
Visionpoint Advisory Group appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.9B in assets for 54,191 participants. The median client plan holds $18.3M. Most client plans are sponsored in TX, SD and MN. The largest clients by plan assets are Consolidated Electrical Distributor, Emp Serv, LLC and Muth Electric Inc. Plans reported $773K in direct and indirect compensation paid to Visionpoint Advisory Group. The median is $29K per plan.
- Participants
- 54,191
- Median plan assets
- $18.3M
- Median plan participants
- 487
- Median fees per plan
- $29K
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Consolidated Electrical Distributor | TX | $1.4B | 15,825 |
| Emp Serv, LLC | MN | $92.2M | 1,653 |
| Muth Electric Inc | SD | $51.7M | 652 |
| Plains Commerce Bank | SD | $45.4M | 507 |
| BGSF | TX | $40.9M | 27,740 |
| Moroch Holdings, Inc. | TX | $39.0M | 467 |
| Westdale Asset Management, Ltd | TX | $34.0M | 930 |
| Cec Facilities, LLC | TX | $25.1M | 1,221 |
| South Oxford Management LLC | TX | $23.5M | 512 |
| Tec-Corp | IA | $23.0M | 246 |
| Cec Electrical, Inc. | TX | $19.7M | 1,456 |
| Adams Thermal Systems Inc. | SD | $17.0M | 291 |
| Remotely Piloted Solutions, LLC | TX | $15.2M | 94 |
| Stubbe & Associates, Inc. | MN | $14.0M | 110 |
| Handicap Village Dba One Vision | IA | $10.7M | 408 |
| Teasdale Foods Inc | TX | $9.9M | 642 |
| Wheeler Manufacturing Co., Inc. | SD | $7.8M | 125 |
| Liv Employee Benefits, LLC | SD | $7.3M | 1,107 |
| Brillect | MN | $7.2M | 205 |
| Brown Clinic P.L.L.P. | SD | $0 | 0 |
| Component Manufacturing Company | SD | $0 | 0 |
| Chuy's Opco, Inc. | TX | $0 | 0 |
- TXParticipants 15,825
- Emp Serv, LLC$92.2MMNParticipants 1,653
- Muth Electric Inc$51.7MSDParticipants 652
- Plains Commerce Bank$45.4MSDParticipants 507
- BGSF$40.9MTXParticipants 27,740
- Moroch Holdings, Inc.$39.0MTXParticipants 467
- TXParticipants 930
- Cec Facilities, LLC$25.1MTXParticipants 1,221
- TXParticipants 512
- Tec-Corp$23.0MIAParticipants 246
- Cec Electrical, Inc.$19.7MTXParticipants 1,456
- SDParticipants 291
- TXParticipants 94
- MNParticipants 110
- IAParticipants 408
- Teasdale Foods Inc$9.9MTXParticipants 642
- SDParticipants 125
- SDParticipants 1,107
- Brillect$7.2MMNParticipants 205
- SDParticipants 0
- SDParticipants 0
- TXParticipants 0
Top client states
- TX10 plans
- SD7 plans
- MN3 plans
- IA2 plans
Frequently asked questions
- Who uses Visionpoint Advisory Group?
- 22 retirement plans list Visionpoint Advisory Group as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Consolidated Electrical Distributor, Emp Serv, LLC, Muth Electric Inc, Plains Commerce Bank and BGSF. Most client plans are sponsored in TX, SD and MN.
- How many plans does Visionpoint Advisory Group serve?
- Visionpoint Advisory Group serves 22 retirement plans with $1.9B in plan assets and 54,191 participants, based on the latest Form 5500 filings through 2024.
- What does Visionpoint Advisory Group charge?
- Plans reported $773K in total Schedule C compensation paid to Visionpoint Advisory Group. The median plan paid $29K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served22-12 YoYRank #553 of mapped providers
Assets under administration$1.9B0.0%Rank #3779 by share of filed assets
Fees received$772,993Median $29,408/planSum across Schedule C direct + indirect
Net wins YoY-42 won - 6 lostPlan-level switch detection
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