How big is Vertical Knowledge L.L.C.'s plan?

Vertical Knowledge L.L.C.'s plan reported $3.8M in assets and 121 participants for 2023.

Original filing (PDF)20241011071316NAL0012245171001

Vertical Knowledge L.L.C.

Name: Vertical Knowledge L.L.C. — Vertical Knowledge, Form 5500 (2023)
Creator: Vertical Knowledge L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertical Knowledge L.L.C. 401(k) Plan

401(k) retirement plan · Vertical Knowledge L.L.C.'s Vertical Knowledge L.L.C. 401(k) Plan held $3.8M in plan assets for 121 participants in 2023.

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Vertical Knowledge L.L.C.'s EIN is 20-5738993.

EIN 20-5738993

Plan number 001

Plan year 2023

ACK ID 20241011071316NAL0012245171001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Vertical Knowledge L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Vertical Knowledge L.L.C.'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 VERTICAL KNOWLEDGE L.L.C..

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score