How big is Veritas Wealth Management, LLC's plan?

Veritas Wealth Management, LLC's plan reported $394K in assets and 2 participants for 2024.

Original filing (PDF)20250718125737NAL0001827649001

Veritas Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Veritas Wealth Management 401(k) Plan

401(k) retirement plan · Veritas Wealth Management, LLC's Veritas Wealth Management 401(k) Plan held $394K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

CORY McCauley signed Veritas Wealth Management, LLC's 2024 Form 5500 as plan administrator.

CORY McCauley — 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

Veritas Wealth Management, LLC's EIN is 30-0410605.

EIN 30-0410605

Plan number 001

Plan year 2024

ACK ID 20250718125737NAL0001827649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Veritas Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERITAS WEALTH MANAGEMENT, 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