Retirement plan

VISIONIST, INC. 401(K) PLAN

Name: VISIONIST, INC - VISIONIST, INC. 401(K) PLAN (2024) Form 5500
Creator: VISIONIST, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISIONIST, INC. 401(K) PLAN, VISIONIST, INC

VISIONIST, INCEIN 27-2668011Plan #001PY 2024

6700 ALEXANDER BELL DR STE 440 - COLUMBIA, MD 21046443-228-1776visionistinc.comLinkedIn51-200 employeesdefense & space

Other plans on this EIN

1 filing

#002Retirement-$32.9M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$50.1M

+22.8% from 2023

Total participants

197

+15.9% from 2023

Average account balance

$258,193

+7.0% from 2023

Annual return

18.83%

-3.96 pp from 2023

Benchmarks

See 6,280 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,280 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$50.09M

Not enough data

1 years with asset history on file

Average account balance

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

$258K

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.

194

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.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.74M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+18.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 8 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$795
COLUMBIA1 year Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DIMENSIONAL FUND ADVISORS5 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
DODGE & COX5 years Service code 28 · EIN 94-1441976	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL5 years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
MFS INVESTMENT MANAGEMENT5 years Filed as: MFS FUNDS Service code 28 · EIN 04-2747644	Investment Management	$0
PIMCO FUNDS1 year Service code 28 · EIN 33-0629048	Investment Management	$0
T ROWE PRICE RPS INC5 years Filed as: T ROWE PRICE RPS, INC Service code 15	Recordkeeping	$0

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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$795

$5 / participant

Other / not subdivided$795100.0%

% of EOY assets

0.002%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CITRIN COOPERMAN & COMPANY, LLP
Auditor EIN: 222428965
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$258,193

$101,653+154.0%

$147,080+75.5%

$74,459+246.8%

Participation rate

98.0%

75.6%+22.5pp

82.2%+15.9pp

67.2%+30.8pp

Annual return

18.83%

8754.98%-8736.1pp

420.17%-401.3pp

1369.70%-1350.9pp

Employer contribution / active EE

$8,215

$3,813+115.4%

$4,933+66.5%

$2,626+212.8%

Participant deferral / active EE

$16,239

$7,304+122.3%

$8,066+101.3%

$4,350+273.3%

Admin fee / account holder

$1,752-99.8%

$12,989-100.0%

$1,945-99.8%

Provider

Service type

Compensation

T ROWE PRICE RPS INC5 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$795

COLUMBIA1 year

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DIMENSIONAL FUND ADVISORS5 years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

DODGE & COX5 years

Service code 28 · EIN 94-1441976

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL5 years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

MFS INVESTMENT MANAGEMENT5 years

Filed as: MFS FUNDS

Service code 28 · EIN 04-2747644

Investment Management

PIMCO FUNDS1 year

Service code 28 · EIN 33-0629048

Investment Management

T ROWE PRICE RPS INC5 years

Filed as: T ROWE PRICE RPS, INC

Service code 15

Recordkeeping

VISIONIST, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISIONIST, INC. 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