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VERTUS PROPERTIES — VERTUS PROPERTIES 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008182311NAL0003490451001
VERTUS PROPERTIES
Form 5500-SF
FILING_RECEIVED
VERTUS PROPERTIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
115
Accounts w/ balance
43
Plan assets (EOY)
$868K
Net assets (EOY)
$868K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VERTUS PROPERTIES
.
Find decision makers
Plan sponsor
Name
VERTUS PROPERTIES
EIN
46-0858638
Address
920 RESERVE DRIVE, STE 190 · ROSEVILLE, CA · 95678
Phone
(916) 773-1137
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
KASE REAL ESTATE, INC.
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VASIL MANAGEMENT COMPANY, INC.
VASIL MANAGEMENT COMPANY, INC. PROFIT SHARING PLAN AND TRUST
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PROFESSIONAL BAYWAY MANAGEMENT CO.
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THE LAWRENCE COMMUNITY MANAGEMENT GROUP, INC.
65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE LAWRENCE COMMUNITY MANAGEMENT GROUP, INC. 401(K) RETIREMENT PLAN
$869K · 44 participants
VISTULA MANAGEMENT COMPANY
VISTULA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$867K · 42 participants
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