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

Vineyard Wealth Management, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250923153012NAL0006543105001

Vineyard Wealth Management, LLC

Name: Vineyard Wealth Management, LLC — VWM 401(k) Profit, Form 5500 (2024)
Creator: Vineyard Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VWM 401(k) Profit Sharing Plan

401(k) retirement plan · Vineyard Wealth Management, LLC's VWM 401(k) Profit Sharing Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Vineyard Wealth Management, LLC's EIN is 41-2263025.

EIN 41-2263025

Plan number 001

Plan year 2024

ACK ID 20250923153012NAL0006543105001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vineyard Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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 (88th percentile).

Plan sponsor

Name

VINEYARD WEALTH MANAGEMENT, LLC

EIN

all filings

Address

3812 S. FREMONT AVE. · SPRINGFIELD, MO · 65804

Phone

(417) 881-7100

Industry

Finance & Insurance

Plan administrator