Vision Point Advisory Group
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30-5 YoYRank #576 of mapped providers
Assets under administration$17.7B0.0%Market share · rank #755
Fees received$1MMedian $35,361/planSum across Schedule C direct + indirect
Net wins YoY-42 won · 6 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Vision Point Advisory Group plan look like?
Service mix · median fees per plan
Count of plans where Vision Point Advisory Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 26 | $35,361 | |
Other fees; Legal; Plan Administrator; Insurance agents and brokers; Investment management fees paid directly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Custodial (securities); Investment management; Investment management fees paid indirectly by plan; Other services; Accounting (including auditing)Code 10 | 1 | $252,773 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $3,431 | |
Investment advisory (participants); Investment advisory (plan); Investment management fees paid directly by plan; Participant communication; Consulting fees; Other fees; Consulting (general); Named fiduciaryCode 16 | 1 | $66,141 | |
Valuation (appraisals, etc.)Code 34 | 1 | $11,000 |
Competitor overlap
Percent of Vision Point Advisory Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Vision Point Advisory Group.
| Sponsor | From | Assets |
|---|---|---|
BIOTEK AMERICA LLC D/B/A FREEDOM PLASMATX · 871829236-002 | Principal | $2M |
Plans lost in 2024
Appeared last year under Vision Point Advisory Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY OF DALLASTX · 750926755-001 | CBIZ | $93M |
COMPREHENSIVE BREAST CARE CENTER OF TEXAS, INC.TX · 752291923-001 | Fidelity Investments | $62M |
ARLINGTON ORTHOPEDIC ASSOCIATES, P.A.TX · 752661095-001 | Global Retirement Partners LLC | $14M |
TEASDALE FOODS INC.TX · 452897455-002 | Fidelity Investments | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $252,773 | 10y | - |
CONSOLIDATED ELECTRICAL DISTRIBUTORSTX · 770559191-003 | $1.2B | 15,402 | $95,000 | 6y | 1 |
EMP SERV, LLCMN · 411893115-001 | $72M | 1,522 | $81,283 | 5y | - |
BG STAFF SERVICES, INC.TX · 752570347-002 | $44M | 22,646 | $66,589 | 4y | 1 |
MUTH ELECTRIC INCSD · 710893353-001 | $42M | 609 | $67,340 | 6y | - |
PLAINS COMMERCE BANKSD · 460108210-001 | $38M | 563 | $64,262 | 7y | - |
MOROCH HOLDINGS, INC.TX · 751785464-001 | $35M | 463 | $48,800 | 6y | - |
WESTDALE ASSET MANAGEMENT, LTDTX · 752680425-001 | $29M | 901 | $45,932 | 7y | 1 |
SHUR-CO, LLCSD · 274029187-001 | $22M | 537 | $36,041 | 3y | 1 |
TEC-CORPIA · 421011760-001 | $20M | 219 | $49,692 | 2y | - |
Flag exposure
83.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into Vision Point Advisory Group.
- KEDAARA CAPITAL INVESTMENT MANAGERS
- KEDDINGTON & CHRISTENSEN LLC
- VISION POINT ADVISORY GROUP
- VISION POINT ADVISORY GROUP, LLC
- VISION POINT CAPITAL
- VISIONPOINT ADVISOR GROUP
- VISIONPOINT ADVISORARY GROUP
- VISIONPOINT ADVISORY GROUP
- VISIONPOINT ADVISORY GROUP LLC
- VISIONPOINT ADVISORY GROUP, LL
- VISIONPOINT ADVISORY GROUP, LLC
- VISIONPOINT GROUP LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Vision Point Advisory Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 10.00% | 7.76% | +2.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 26.67% | 1.71% | +24.95 pp |
| Failed to provide benefit | 2 | 6.67% | 0.14% | +6.53 pp |
| Corrective distributions | 7 | 23.33% | 1.76% | +21.57 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Vision Point Advisory Group. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Vision Point Advisory Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Eide Bailly LLP | 2 | 6.7% |
| Bowman & Company LLP | 1 | 3.3% |
| SBNG Certified Public Accountants | 1 | 3.3% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).