How big is Vertus Properties' plan?

Vertus Properties' plan reported $868K in assets and 115 participants for 2024.

Original filing (PDF)20251008182311NAL0003490451001

Vertus Properties

Name: Vertus Properties — Vertus Properties 401(k) Profit, Form 5500 (2024)
Creator: Vertus Properties
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertus Properties 401(k) Profit Sharing Plan

401(k) retirement plan · Vertus Properties' Vertus Properties 401(k) Profit Sharing Plan held $868K in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

Plan identifiers

Vertus Properties' EIN is 46-0858638.

EIN 46-0858638

Plan number 002

Plan year 2024

ACK ID 20251008182311NAL0003490451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertus Properties' plan includes profit-sharing, 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 VERTUS PROPERTIES.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score