How big is Vertical IQ's plan?

Vertical IQ's plan reported $4.1M in assets and 32 participants for 2025.

Original filing (PDF)20260317084301NAL0003296032001

Vertical IQ

Name: Vertical IQ — Vertical IQ 401(k) Plan, Form 5500 (2025)
Creator: Vertical IQ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertical IQ 401(k) Plan

401(k) retirement plan · Vertical IQ's Vertical IQ 401(k) Plan held $4.1M in plan assets for 32 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Vertical IQ's EIN is 27-2862545.

EIN 27-2862545

Plan number 001

Plan year 2025

ACK ID 20260317084301NAL0003296032001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vertical IQ from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vertical IQ's plan includes profit-sharing, ERISA 404(c) participant direction, 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 VERTICAL IQ.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VERTICAL IQ

EIN

all filings

Address

601 SAINT MARYS STREET · RALEIGH, NC · 276051703

Phone

(919) 787-4600

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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