Retirement plan

VISION RIDGE PARTNERS, LLC 401(K) PLAN

Name: VISION RIDGE PARTNERS, LLC - VISION RIDGE PARTNERS, LLC 401(K) PLAN (2025) Form 5500
Creator: VISION RIDGE PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISION RIDGE PARTNERS, LLC 401(K) PLAN, VISION RIDGE PARTNERS, LLC

VISION RIDGE PARTNERS, LLCEIN 26-2860966Plan #001PY 2025

1011 WALNUT STREET, SUITE 400 - BOULDER, CO 80302303-223-2642

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.9M

+37.5% from 2024

Total participants

+6.8% from 2024

Average account balance

$151,007

+31.5% from 2024

Annual return

19.87%

-1.66 pp from 2024

Benchmarks

See 2,730 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort2,730 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$151K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

131.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.87%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$6720

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$309K

$8832 / participant

Other / not subdivided$309K100.0%

% of EOY assets

4.450%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$151,007

$145,431+3.8%

$211,142-28.5%

$87,485+72.6%

Participation rate

97.1%

84.7%+12.4pp

87.3%+9.9pp

68.9%+28.2pp

Annual return

19.87%

27.21%-7.3pp

46.84%-27.0pp

26.06%-6.2pp

Employer contribution / active EE

$13,937

$4,662+199.0%

$6,442+116.3%

$2,596+436.8%

Participant deferral / active EE

$20,217

$6,859+194.8%

$9,284+117.8%

$4,274+373.1%

Admin fee / account holder

$6,720

$17,052-60.6%

$19,076-64.8%

$7,775-13.6%

VISION RIDGE PARTNERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISION RIDGE PARTNERS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion