How big is Verellen Inc.'s plan?

Verellen Inc.'s plan reported $2.4M in assets and 111 participants for 2024.

Original filing (PDF)20250702114612NAL0012948065001

Verellen Inc.

Name: Verellen Inc. — Verellen Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Verellen Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verellen Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Verellen Inc.'s Verellen Inc. 401(k) Profit Sharing Plan held $2.4M in plan assets for 111 participants in 2024.

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Shawn S Moore signed Verellen Inc.'s 2024 Form 5500 as plan administrator.

Shawn S Moore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Verellen Inc.'s EIN is 20-0640228.

EIN 20-0640228

Plan number 001

Plan year 2024

ACK ID 20250702114612NAL0012948065001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Verellen Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Verellen Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score