How big is Veris Wealth Partners, LLC's plan?

Veris Wealth Partners, LLC's plan reported $5.7M in assets and 30 participants for 2024.

Original filing (PDF)20250729125859NAL0007538802001

Veris Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Veris Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Veris Wealth Partners, LLC's Veris Wealth Partners, LLC 401(k) Plan held $5.7M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Nicole M Davis signed Veris Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Nicole M Davis — 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

Veris Wealth Partners, LLC's EIN is 26-0162611.

EIN 26-0162611

Plan number 001

Plan year 2024

ACK ID 20250729125859NAL0007538802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Veris Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Veris Wealth Partners, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERIS WEALTH PARTNERS, LLC.

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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