How big is Vintage Wealth Management Group's plan?

Vintage Wealth Management Group's plan reported $64K in assets and 3 participants for 2024.

Original filing (PDF)20250825134412NAL0003942387001

Vintage Wealth Management Group

Name: Vintage Wealth Management Group — Vintage Wealth, Form 5500 (2024)
Creator: Vintage Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vintage Wealth Management Group 401(k) Plan

401(k) retirement plan · Vintage Wealth Management Group's Vintage Wealth Management Group 401(k) Plan held $64K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

People on this filing

Densel Fleming signed Vintage Wealth Management Group's 2024 Form 5500 as plan administrator.

Densel Fleming — 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

Vintage Wealth Management Group's EIN is 27-0480202.

EIN 27-0480202

Plan number 001

Plan year 2024

ACK ID 20250825134412NAL0003942387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vintage Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 VINTAGE WEALTH MANAGEMENT GROUP.

Finding similar companies…

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