How big is Verrill Investment Group LLC's plan?

Verrill Investment Group LLC's plan reported $165K in assets and 14 participants for 2024.

Original filing (PDF)20260129095113NAL0003358515001

Verrill Investment Group LLC

Name: Verrill Investment Group LLC — Verrill Investment, Form 5500 (2024)
Creator: Verrill Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verrill Investment Group LLC- 401(k)

401(k) retirement plan · Verrill Investment Group LLC's Verrill Investment Group LLC- 401(k) held $165K in plan assets for 14 participants in 2024.

Signals · 1

Late filing · 2.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Kimberly Mills signed Verrill Investment Group LLC's 2024 Form 5500 as plan administrator.

Kimberly Mills — 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

Verrill Investment Group LLC's EIN is 20-0858837.

EIN 20-0858837

Plan number 001

Plan year 2024

ACK ID 20260129095113NAL0003358515001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Verrill Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Verrill Investment Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERRILL INVESTMENT GROUP LLC.

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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