How big is Verde Capital Management's plan?

Verde Capital Management's plan reported $6.2M in assets and 17 participants for 2024.

Original filing (PDF)20250724141706NAL0005570785001

Verde Capital Management

Name: Verde Capital Management — Verde 401(k) Plan, Form 5500 (2024)
Creator: Verde Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verde 401(k) Plan

401(k) retirement plan · Verde Capital Management's Verde 401(k) Plan held $6.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

People on this filing

Carl Szasz signed Verde Capital Management's 2024 Form 5500 as plan administrator.

Carl Szasz — 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

Verde Capital Management's EIN is 26-2647029.

EIN 26-2647029

Plan number 001

Plan year 2024

ACK ID 20250724141706NAL0005570785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Verde Capital Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERDE CAPITAL 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