Original filing (PDF)20250604103207NAL0030307602001

V2 STRATEGIC ADVISORS LLC

Name: V2 STRATEGIC ADVISORS LLC — V2 STRATEGIC ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: V2 STRATEGIC ADVISORS LLC

Form 5500

FILING_RECEIVED

V2 STRATEGIC ADVISORS LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for V2 STRATEGIC ADVISORS LLC.

Plan sponsor

Name

V2 STRATEGIC ADVISORS LLC

EIN

20-1128661

Address

55 SE 2ND AVE · SUITE 6L · DELRAY BEACH, FL · 33444

Phone

(877) 848-8272

Industry

Manufacturingsee 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

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 pooled funds· $201K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036	Common Collective Trust	$193K	96.4%
C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	$7K	3.6%

1–2 of 2

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