How big is Vestment Financial LLC's plan?

Vestment Financial LLC's plan reported $532K in assets and 18 participants for 2024.

Original filing (PDF)20250627090701NAL0005254531001

Vestment Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Vestment Financial LLC 401(k) Plan

401(k) retirement plan · Vestment Financial LLC's Vestment Financial LLC 401(k) Plan held $532K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

Plan identifiers

Vestment Financial LLC's EIN is 26-4042200.

EIN 26-4042200

Plan number 001

Plan year 2024

ACK ID 20250627090701NAL0005254531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vestment Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vestment Financial LLC's plan includes 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 VESTMENT FINANCIAL 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