How big is Verde, Inc.'s plan?

Verde, Inc.'s plan reported $304K in assets and 26 participants for 2024.

Original filing (PDF)20250610123809NAL0024630784001

Verde, Inc.

Name: Verde, Inc. — Verde 403(b) Retirement Plan, Form 5500 (2024)
Creator: Verde, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verde 403(b) Retirement Plan

403(b) retirement plan · Verde, Inc.'s Verde 403(b) Retirement Plan held $304K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Stacie Walen signed Verde, Inc.'s 2024 Form 5500 as plan administrator.

Stacie Walen — Plan Administrator — Form 5500 signer
Blythe Garma — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Verde, Inc.'s EIN is 20-3685723.

EIN 20-3685723

Plan number 001

Plan year 2024

ACK ID 20250610123809NAL0024630784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Verde, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

VERDE, INC.

EIN

all filings

Address

4145 NE CULLY BLVD · PORTLAND, OR · 97218

Phone

(503) 290-8570

Industry

Other Services (ex. Public Admin)

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

2025-06-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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