Visionary Practice Management Services 401(k) match, vesting and fees
What Visionary Practice Management Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Henry & Peters, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Visionary Practice Management Services: employer contribution per participant | $1,749 | |
| Peer median | $1,468 |
| Visionary Practice Management Services: average balance | $67,717 | |
| Peer median | $37,786 |
| Visionary Practice Management Services: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $17.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 280 | $17.3M | $446K | $1,749 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does Visionary Practice Management Services match 401(k) contributions?
The match terms for the Visionary Practice Management Services LLC 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $446K in employer contributions, about $1,749 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Visionary Practice Management Services 401(k) match vested?
The vesting schedule for the Visionary Practice Management Services LLC 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Visionary Practice Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Visionary Practice Management Services LLC.
I left Visionary Practice Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Visionary Practice Management Services LLC, (903) 526-0444) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Visionary Practice Management Services old 401(k) page lists the contacts from every plan filing. Find an old Visionary Practice Management Services 401(k)
Data from the public Form 5500 annual reports Visionary Practice Management Services filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Visionary Practice Management Services. Not financial advice. Report a correction · Methodology