How big is VTI Specialized's plan?

VTI Specialized's plan reported $281K in assets and 69 participants for 2024.

Original filing (PDF)20250929054101NAL0010528129001

VTI Specialized

Name: VTI Specialized — VTI Specialized, LLC, Form 5500 (2024)
Creator: VTI Specialized
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VTI Specialized, LLC

401(k) retirement plan · VTI Specialized's VTI Specialized, LLC held $281K in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$281K

Net assets (EOY)

$281K

People on this filing

Bruce Capehart signed VTI Specialized's 2024 Form 5500 as plan administrator.

Bruce Capehart — 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

VTI Specialized's EIN is 27-3409393.

EIN 27-3409393

Plan number 001

Plan year 2024

ACK ID 20250929054101NAL0010528129001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VTI Specialized from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VTI Specialized'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 VTI SPECIALIZED.

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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