How big is Vanney Associates, Inc.'s plan?

Vanney Associates, Inc.'s plan reported $7.6M in assets and 20 participants for 2024.

Original filing (PDF)20250930124506NAL0014887456001

Vanney Associates, Inc.

Name: Vanney Associates, Inc. — Vanney Associates, Inc., Form 5500 (2024)
Creator: Vanney Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vanney Associates, Inc. 401(k) Safe Harbor Plan

401(k) retirement plan · Vanney Associates, Inc.'s Vanney Associates, Inc. 401(k) Safe Harbor Plan held $7.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

LIZ Hadden signed Vanney Associates, Inc.'s 2024 Form 5500 as plan administrator.

LIZ Hadden — 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

Vanney Associates, Inc.'s EIN is 41-1597404.

EIN 41-1597404

Plan number 001

Plan year 2024

ACK ID 20250930124506NAL0014887456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vanney Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vanney Associates, Inc.'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 VANNEY ASSOCIATES, INC..

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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