Original filing (PDF)20250707100044NAL0001889587001

VETTAFI LLC

Name: VETTAFI LLC — VETTAFI LLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: VETTAFI LLC

Form 5500-SF

FILING_RECEIVED

VETTAFI LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

VETTAFI LLC

EIN

26-4250614all filings

Address

1330 AVENUE OF THE AMERICAS · NEW YORK, NY · 10019

Phone

(347) 918-4049

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

CAPITAL FACILITY SOLUTIONS LLC

CAPITAL FACILITY SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 10 participants

Z DATA

MINER & KASCH 401(K) PLAN

ICE COLD NOW, INC

ICE COLD NOW, INC 401(K) PLAN

INFLUENCE & CO.

INFLUENCE & CO. 401(K) PLAN

FINANCIAL MANAGEMENT ASSOCIATES LLC

FINANCIAL MANAGEMENT ASSOCIATES LLC 401K PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.