Original filing (PDF)20250307094421NAL0019456176001

VANGUARD INVESTORS, LTD.

Name: VANGUARD INVESTORS, LTD. — VANGUARD INVESTORS, LTD. 401(K) PLAN, Form 5500 (2024)
Creator: VANGUARD INVESTORS, LTD.

Form 5500-SF

FILING_RECEIVED

VANGUARD INVESTORS, LTD. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VANGUARD INVESTORS, LTD..

Plan sponsor

Name

VANGUARD INVESTORS, LTD.

EIN

13-3130833

Address

16 EAST 41ST STREET · 7TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 683-2233

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ISAKOV GROUP INC

ISAKOV GROUP INC 401K PLAN

$1.5M · 2 participants

SVOBODA CAPITAL PARTNERS LLC

SVOBODA CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN

$1.5M · 9 participants

BWA MANAGEMENT COMPANY LLC

BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN

$1.5M · 27 participants

PIONEER WEALTH MANAGEMENT GROUP

PIONEER WEALTH MANAGEMENT GROUP 401(K) PLAN

$1.5M · 11 participants

INDEPENDENT INVESTMENT SERVICES, INC.

INDEPENDENT INVESTMENT SERVICES, INC. 401(K) PSP