Plan Ledger DOL Form 5500 · updated monthly

Visionary Integration Professionals, LLC401(k)

VISIONARY INTEGRATION PROFESSIONALS, LLC 401(K) PROFIT SHARING PLAN · FOLSOM, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Visionary Integration Professionals, LLC reported $97,341 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,212 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.286%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,356th-largest of 9,483 plans among California employers on file, and the 3,646th of 11,654 in professional & technical services. In 2024, employees put in $10.28 for every $1.00 the employer contributed; active participation has shrunk from 159 to 126 since 2022.

Plan summary
Net assets, end of year$35,448,836
Participants with balances314
Active participants126
Employer contributions$152,685
Employee contributions$1,569,084
Employer contribution per active participant$1,212
Average account balance$112,894
Benefits paid to participants$4,308,854
Plan auditUnmodified (clean) audit opinion
AuditorMANN, URRUTIA, NELSON, CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 314 accts · $153K emplr
2023$32.6M · 337 accts · $206K emplr
2022$27.9M · 359 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,300
Investment management$51,591
Total administrative$97,341
The Visionary Integration Professionals, LLC 401(k) match · 2024
Employer contribution per active participant$1,212
Median for plans this size$2,416
2024$1,212 per active participant
2023$1,538 per active participant
2022$1,156 per active participant

Visionary Integration Professionals, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$51,591
MANN URRUTIA NELSON CPA & ASSOCIATE$12,450

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$97,341 · 0.29%
2023$89,959 · 0.30%
2022$89,265 · 0.29%
Similar plansProfessional & Technical Services · California
Jack Nadel, Inc. CA$35.7M · 0.28%
Momenta, Inc. CA$35.6M · 0.11%
Bradford & Barthel, LLP CA$35.6M · 0.01%
Steinberg Hart CA$35.5M · 0.26%
Videoamp, Inc. CA$35.4M · 0.06%
Ac Martin, Inc. CA$35.4M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 202969301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.