Plan Ledger DOL Form 5500 · updated monthly

Visionist, Inc401(k)

VISIONIST, INC. 401(K) PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Visionist, Inc reported $795 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,215 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 2 years on file its reported administrative ratio fell from 0.003% to 0.002%. 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 320th-largest of 1,671 plans among Maryland employers on file, and the 2,754th of 11,654 in professional & technical services. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 113 to 153 since 2022.

Plan summary
Net assets, end of year$50,089,446
Participants with balances194
Active participants153
Employer contributions$1,256,822
Employee contributions$2,484,582
Employer contribution per active participant$8,215
Average account balance$258,193
Benefits paid to participants$2,107,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.1M · 194 accts · $1.3M emplr
2023$40.8M · 169 accts · $1.0M emplr
2022$30.9M · 151 accts · $916K emplr
The Visionist, Inc 401(k) match · 2024
Employer contribution per active participant$8,215
Median for plans this size$2,416
2024$8,215 per active participant
2023$8,172 per active participant
2022$8,106 per active participant

Visionist, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20247
T. ROWE PRICE RPS, INC. · Recordkeeping · Trustee$795
FIDELITY · Investment managementindirect comp
DODGE & COX · Investment managementindirect comp
DIMENSIONAL FUNDS · Investment managementindirect comp
PIMCO FUNDS · Investment managementindirect comp
MFS FUNDS · Investment managementindirect comp
COLUMBIA FUNDS · Investment managementindirect comp

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$795 · 0.00%
2023$638 · 0.00%
2022$1,100 · 0.00%
All plans at this employer2
VISIONIST, INC. 401(K) PLAN401(k)
VISIONIST, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansProfessional & Technical Services · Maryland
Child Trends, Inc. MD$50.9M · 0.13%
Hord Coplan Macht, Inc. MD$50.8M · 0.02%
Calibre CPA Group, PLLC MD$49.8M · 0.19%
Coronis Global LLC MD$49.3M · 0.32%
Gse Systems, Inc. MD$49.0M · 0.18%
Varen Technologies, Inc. MD$48.0M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 272668011 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.