Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Visionpoint Advisory Group
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 25 retirement plans with 100 or more participants reported paying Visionpoint Advisory Group $5,000 or more. Those plans cover 49,711 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $988K. Per plan, the median was $77.69 per participant, with the middle half of plans between $30.55 and $120. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Texas (13), South Dakota (6) and Iowa (3).
In 2018 it appeared on 9 such filings; in 2024, 25. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $30.55 | $77.69 | $120 |
| Compensation as a share of plan net assets | 0.16% | 0.20% | 0.23% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| BG Staff Services Inc. Retirement Savings Plan | BG Staff Services, Inc. | TX | 22,646 | $44.3M | $67K |
| Employee 401(k) Savings Plan | Consolidated Electrical Distributors | TX | 15,402 | $1.18B | $95K |
| Emp Serv, LLC 401(k) Profit Sharing Plan | Emp Serv, LLC | MN | 1,522 | $72.4M | $81K |
| Cec 401(k) Retirement Plan | Cec Electrical, Inc. | TX | 1,456 | $19.7M | $44K |
| Liv Employee Benefits 401(k) Profit Sharing Plan and Trust | Liv Employee Benefits, LLC | SD | 966 | $5.3M | $3,431 |
| Westdale Asset Management, Ltd. 401(k) Plan | Westdale Asset Management, Ltd. | TX | 901 | $28.8M | $46K |
| Muth Electric, Inc. 401(k) Retirement Plan | Muth Electric Inc. | SD | 609 | $42.5M | $67K |
| Teasdale Foods Union 401(k) Plan | Teasdale Foods Inc. | TX | 583 | $9.0M | $10K |
| Plains Commerce Bank Retirement Plan | Plains Commerce Bank | SD | 563 | $37.8M | $64K |
| Stoney Creek 401(k)) Plan | Stoney Creek Hospitality Corporation | IA | 553 | $4.8M | $16K |
| Shur-Co, LLC 401(k) Plan | Shur-Co, LLC | SD | 537 | $21.7M | $36K |
| South Oxford Management LLC 401(k) Plan | South Oxford Management LLC | TX | 520 | $19.3M | $40K |
| Immunotek Bio Centers, LLC 401(k) Savings Plan | Immunotek Bio Centers, LLC | TX | 511 | $6.7M | $18K |
| Moroch Holdings, Inc. 401(k) Savings Plan | Moroch Holdings, Inc. | TX | 463 | $35.0M | $49K |
| Handicap Village d/b/a One Vision 401(k) Retirement Savings Plan | Handicap Village DBA One Vision | IA | 441 | $9.5M | $19K |
| Dallas Zoo Management, Inc. 401(k) Plan | Dallas Zoo Management, Inc. | TX | 411 | $16.8M | $34K |
| Adams Thermal Systems Retirement Savings Plan | Adams Thermal Systems Inc. | SD | 308 | $16.2M | $37K |
| Biotek America LLC d/b/a Freedom Plasma 401(k) Plan | Biotek America LLC d/b/a Freedom Plasma | TX | 295 | $1.6M | $7,240 |
| Thompson Solutions Group 401(k) Plan | Tec-Corp | IA | 219 | $20.5M | $50K |
| R.K. Black, Inc. Retirement & Savings Plan | R.K. Black, Inc. | OK | 161 | $14.4M | $32K |
| One Technologies 401(k) Plan | One Technologies, LLC | TX | 142 | $20.2M | $38K |
| Kalkomey Enterprises, LLC Retirement Plan | Kalkomey Enterprises, LLC | TX | 131 | $6.4M | $13K |
| Stubbe & Associates, Inc. Savings Plan | Stubbe & Associates, Inc. | MN | 125 | $12.5M | $66K |
| Wheeler Manufacturing Co., Inc. Profit SHARING/401(K) Trust | Wheeler Manufacturing Co., Inc. | SD | 125 | $7.8M | $19K |
| Remotely Piloted Solutions, LLC | Remotely Piloted Solutions, LLC | TX | 121 | $17.9M | $35K |
Questions and answers
How many plans does Visionpoint Advisory Group serve?
25 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Visionpoint Advisory Group?
The median plan reported $77.69 per participant in direct and indirect compensation (25 plans reporting an amount), or 0.20% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (24 plans), Recordkeeping and information management (1 plans), Trustee (bank, trust company, or similar financial institution) (1 plans) and Other services (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.