VISION401K

Overview

Vision401k is organized as a limited liability company that identifies pension consulting services among its advisory activities. Filings mark the firm as owned by an individual and classify it as unclassified; it is not designated a capital allocator and is not marked as an active ESG investor. The firm's fee structure is reported as "other," indicating it does not follow a simple AUM- or commission-based template in the public record. An insurance company is listed among its industry affiliations. The firm’s regulatory status is sparsely documented in the record provided — the SEC registration year is not shown. The dataset lists pension consulting services as an advisory activity while a separate pension-consultant flag is not set, reflecting an inconsistency in the public snapshot between stated services and how the firm is categorized for reporting purposes.

Assets & Accounts

Investments & Alternatives

Location & Offices