How big is Verity Relationship Intelligence's plan?

Verity Relationship Intelligence's plan reported $2.9M in assets and 20 participants for 2024.

Original filing (PDF)20250701160907NAL0006858707001

Verity Relationship Intelligence

Name: Verity Relationship Intelligence — Verity Relationsh, Form 5500 (2024)
Creator: Verity Relationship Intelligence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verity Relationship Intelligence 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Verity Relationship Intelligence's Verity Relationship Intelligence 401(k) Profit Sharing Plan & TRU held $2.9M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Nick Rice signed Verity Relationship Intelligence's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Verity Relationship Intelligence's EIN is 32-0179595.

EIN 32-0179595

Plan number 001

Plan year 2024

ACK ID 20250701160907NAL0006858707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Verity Relationship Intelligence'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 VERITY RELATIONSHIP INTELLIGENCE.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

VERITY RELATIONSHIP INTELLIGENCE

EIN

all filings

Address

33 BROAD ST., FLOOR 9 · BOSTON, MA · 02108

Phone

(508) 989-3668

Industry

Professional & Technical Services

Plan administrator