Original filing (PDF)20240510075342NAL0041335761001

VESTAPOINT CAPITAL LLC

Name: VESTAPOINT CAPITAL LLC — VESTAPOINT CAPITAL LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2023)
Creator: VESTAPOINT CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

VESTAPOINT CAPITAL LLC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

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 (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

VESTAPOINT CAPITAL LLC

EIN

45-1579927all filings

Address

941 W MORSE BLVD #130 · WINTER PARK, FL · 32789

Phone

(407) 960-7175

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