How big is Vineyard Wealth Management's plan?

Vineyard Wealth Management's plan reported $216K in assets and 2 participants for 2024.

Original filing (PDF)20251002135409NAL0000914832001

Vineyard Wealth Management

Name: Vineyard Wealth Management — Vineyard Wealth, Form 5500 (2024)
Creator: Vineyard Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vineyard Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Vineyard Wealth Management's Vineyard Wealth Management 401(k) Profit Sharing Plan held $216K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$216K

Net assets (EOY)

$216K

People on this filing

Margaret Bergan signed Vineyard Wealth Management's 2024 Form 5500 as plan administrator.

Margaret Bergan — 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

Vineyard Wealth Management's EIN is 20-8712263.

EIN 20-8712263

Plan number 001

Plan year 2024

ACK ID 20251002135409NAL0000914832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vineyard Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vineyard Wealth Management's plan includes profit-sharing, 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 VINEYARD WEALTH MANAGEMENT.

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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