OpenERISA

Visio Financial Services, INC.

Austin, TX, 78758

EIN 37-1739594
Plans
2
Total participants
913
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531390
Plan sponsors in TexasReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Visio Financial Services, INC. 401(K) Retirement Plan186
2024Form 5500501Visio Financial Services, INC. Health And Welfare Plan189
2023Form 5500001Visio Financial Services, INC. 401(K) Retirement Plan152
2022Form 5500001Visio Financial Services, INC. 401(K) Retirement Plan148
2021Form 5500001Visio Financial Services, INC. 401(K) Retirement Plan157
2020Form 5500001Visio Financial Services, INC. 401(K) Retirement Plan81

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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