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

Vincere Wealth Management, LLC's plan reported $191K in assets and 7 participants for 2024.

Original filing (PDF)20250721114448NAL0003580834001

Vincere Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Vincere Wealth 401(k) Plan

401(k) retirement plan · Vincere Wealth Management, LLC's Vincere Wealth 401(k) Plan held $191K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

People on this filing

Joshua Bennett signed Vincere Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Joshua Bennett — 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

Vincere Wealth Management, LLC's EIN is 35-2694374.

EIN 35-2694374

Plan number 001

Plan year 2024

ACK ID 20250721114448NAL0003580834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vincere Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Knocking points off