Retirement plan

VISTEON INVESTMENT PLAN

Name: VISTEON CORPORATION - VISTEON INVESTMENT PLAN (2024) Form 5500
Creator: VISTEON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VISTEON INVESTMENT PLAN, VISTEON CORPORATION

VISTEON CORPORATIONEIN 38-3519512Plan #002PY 2024

ONE VILLAGE CENTER DRIVE - VAN BUREN TOWNSHIP, MI 481115711734-710-5784visteon.comLinkedIn10001+ employeesautomotive

Other plans on this EIN

1 filing

#003Retirement-$485.4M assets

Prospect flagsHigh assets / participantWind-down / frozen

How to read this page

Total assets (EOY)

$590.7M

+6.7% from 2023

Total participants

1,842

-3.7% from 2023

Average account balance

$328,367

+13.1% from 2023

Annual return

18.96%

-3.44 pp from 2023

Benchmarks

See 2,382 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,382 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$590.73M

Not enough data

1 years with asset history on file

Average account balance

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

$328K

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.

1,799

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.

83.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+18.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$141

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 4 by compensation

Provider	Service type	Compensation
FINANCIAL ENGINES10+ years Service code 27 · EIN 77-0473565	Advisory (Plan)	$140,879
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVEST. INST. OP. CO. Service code 37 · EIN 04-2647786	Loan Processing	$59,432
CURCIO WEBB5 years Filed as: CURICO WEBB Service code 27 · EIN 36-4171366	Advisory (Plan)	$52,500
FIDELITY INVESTMENTS INSTITUTIONAL1 year Filed as: FIDELITY INVEST. INST. OP. CO Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

Expense breakdown

Schedule H Part II

Admin total

$253K

$961 / participant

Recordkeeping$59K23.5%
Investment mgmt$141K55.7%
Other / not subdivided$53K20.8%

% of EOY assets

0.043%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLARK, SCHAEFER, HACKETT & CO.
Auditor EIN: 310800053
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$328,367

$89,054+268.7%

$102,457+220.5%

$77,692+322.7%

Participation rate

83.7%

80.9%+2.7pp

76.5%+7.2pp

70.6%+13.1pp

Annual return

18.96%

25.02%-6.1pp

29.41%-10.5pp

31.25%-12.3pp

Employer contribution / active EE

$12,780

$2,698+373.7%

$3,022+322.9%

$2,726+368.8%

Participant deferral / active EE

$19,800

$5,146+284.8%

$5,054+291.7%

$4,648+325.9%

Admin fee / account holder

$141

$236-40.4%

$9,451-98.5%

$431-67.4%

Provider

Service type

Compensation

FINANCIAL ENGINES10+ years

Service code 27 · EIN 77-0473565

Advisory (Plan)

$140,879

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Filed as: FIDELITY INVEST. INST. OP. CO.

Service code 37 · EIN 04-2647786

Loan Processing

$59,432

CURCIO WEBB5 years

Filed as: CURICO WEBB

Service code 27 · EIN 36-4171366

Advisory (Plan)

$52,500

FIDELITY INVESTMENTS INSTITUTIONAL1 year

Filed as: FIDELITY INVEST. INST. OP. CO

Service code 60

Sub-TA Fees

VISTEON INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VISTEON INVESTMENT 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