How big is Voyage Financial Group, LLC's plan?

Voyage Financial Group, LLC's plan reported $6.4M in assets and 12 participants for 2024.

Original filing (PDF)20250602093656NAL0006702595001

Voyage Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Voyage Financial Group, LLC 401(k) Plan

401(k) retirement plan · Voyage Financial Group, LLC's Voyage Financial Group, LLC 401(k) Plan held $6.4M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Thomas Royce signed Voyage Financial Group, LLC's 2024 Form 5500 as plan administrator.

Thomas Royce — 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

Voyage Financial Group, LLC's EIN is 20-5228781.

EIN 20-5228781

Plan number 001

Plan year 2024

ACK ID 20250602093656NAL0006702595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Voyage Financial 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 VOYAGE FINANCIAL GROUP, LLC.

Finding similar companies…

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