Original filing (PDF)20241011071316NAL0012245171001

VERTICAL KNOWLEDGE L.L.C.

Name: VERTICAL KNOWLEDGE L.L.C. — VERTICAL KNOWLEDGE L.L.C. 401(K) PLAN, Form 5500 (2023)
Creator: VERTICAL KNOWLEDGE L.L.C.

Form 5500-SF

FILING_RECEIVED

VERTICAL KNOWLEDGE L.L.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERTICAL KNOWLEDGE L.L.C..

Plan sponsor

Name

VERTICAL KNOWLEDGE L.L.C.

EIN

20-5738993

Address

8 EAST WASHINGTON ST. SUITE. 200 · CHAGRIN FALLS, OH · 44022

Phone

(216) 920-7794

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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