What public Form 5500 filings show about the Versity Investments, LLC 401(k) plan — and how to find and check your own account.
Versity Investments, LLC (EIN 82-5315389) reports VERSITY INVESTMENTS, LLC 401(K) PLAN on its most recent Form 5500, with $693K in plan assets across 35 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Versity Investments, LLC filing — schedules, fees, and providers.
Versity Investments, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Versity Investments, LLCHR for the recordkeeper’s name and login.
