Back to filter
Original filing (PDF)20250724141706NAL0005570785001
VERDE CAPITAL MANAGEMENT
Form 5500-SF
FILING_RECEIVED
VERDE 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
17
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERDE CAPITAL MANAGEMENT.
Plan sponsor
Name
VERDE CAPITAL MANAGEMENT
EIN
26-2647029
Address
8031 ORTONVILLE RD SUITE 210 · CLARKSTON, MI · 48348
Phone
(248) 795-2524
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
CAVALRY MANAGEMENT GROUP, LLC
CAVALRY MANAGEMENT GROUP 401K PLAN
$6.2M · 7 participants
TALISMAN GROUP MANAGEMENT, INC
TALISMAN GROUP MANAGEMENT, INC SAVINGS PLAN
$6.2M · 14 participants
WESTCAP MANAGEMENT, LLC
WESTCAP MANAGEMENT 401(K) PLAN
$6.2M · 74 participants
STOFAN AGAZZI INVESTMENTS, LLC
STOFAN AGAZZI INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN
$6.2M · 3 participants
SHAPIRO CAPITAL MANAGEMENT LLC
SHAPIRO CAPITAL MANAGEMENT LLC PROFIT SHARING PLAN
$6.2M · 8 participants
GRAMEEN AMERICA, INC.
GRAMEEN AMERICA, INC. 401(K) PLAN
$6.2M · 349 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants