Original filing (PDF)20240821142720NAL0002440227001

Venture Advisors Financial and Strategic Service

Name: Venture Advisors Financial and Strategic Service — Form 5500 Plan 001 (2023)
Creator: Venture Advisors Financial and Strategic Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Venture Advisors 401(k) Plan

401(k) retirement plan · Venture Advisors Financial and Strategic Service's Venture Advisors 401(k) Plan held $337K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

Plan identifiers

Venture Advisors Financial and Strategic Service's EIN is 27-1577081.

EIN 27-1577081

Plan number 001

Plan year 2023

ACK ID 20240821142720NAL0002440227001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Venture Advisors Financial and Strategic Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Venture Advisors Financial and Strategic Service's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VENTURE ADVISORS FINANCIAL AND STRATEGIC SERVICE.

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