Vision401k

Overview

Vision401k operates as a limited liability company and is individually owned. The firm’s stated advisory activity is pension consulting services, and it lists an industry affiliation with an insurance company. Regulatory and administrative flags in the snapshot indicate it is not designated as a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser; the SEC registration year is not provided. The fee structure is recorded as "Other," and the firm is classified as unclassified in the source data. The combination of a pension-consulting label, an insurance affiliation, and the absence of capital allocator status points to a consulting-oriented practice focused on retirement-plan advisory rather than on running discretionary alternative-asset programs or direct capital allocations.

Assets & Accounts

Investments & Alternatives

Location & Offices