How big is VG Capital Financial Services, LLC's plan?

VG Capital Financial Services, LLC's plan reported $270K in assets and 5 participants for 2024.

Original filing (PDF)20250319191558NAL0003919523001

VG Capital Financial Services, LLC

Name: VG Capital Financial Services, LLC — VGC Retirement, Form 5500 (2024)
Creator: VG Capital Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VGC Retirement Plan

401(k) retirement plan · VG Capital Financial Services, LLC's VGC Retirement Plan held $270K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

Philip Gilbert Garcia signed VG Capital Financial Services, LLC's 2024 Form 5500 as plan administrator.

Philip Gilbert Garcia — 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

VG Capital Financial Services, LLC's EIN is 27-0447031.

EIN 27-0447031

Plan number 001

Plan year 2024

ACK ID 20250319191558NAL0003919523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

VG Capital Financial Services, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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