How big is Variant Financial, LLC's plan?

Variant Financial, LLC's plan reported $407K in assets and 6 participants for 2023.

Original filing (PDF)20241015103056NAL0014402627001

Variant Financial, LLC

Name: Variant Financial, LLC — Variant Financial, LLC, Form 5500 (2023)
Creator: Variant Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Variant Financial, LLC 401(k) Plan

401(k) retirement plan · Variant Financial, LLC's Variant Financial, LLC 401(k) Plan held $407K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$404K

People on this filing

David Morgante signed Variant Financial, LLC's 2023 Form 5500 as plan administrator.

David Morgante — 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

Variant Financial, LLC's EIN is 27-2918687.

EIN 27-2918687

Plan number 001

Plan year 2023

ACK ID 20241015103056NAL0014402627001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Variant Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Variant Financial, 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 VARIANT FINANCIAL, 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