How big is Varuna Group's plan?

Varuna Group's plan reported $846K in assets and 3 participants for 2025.

Original filing (PDF)20260522140120NAL0007132242001

Varuna Group

Name: Varuna Group — Varuna Group 401(k) Plan, Form 5500 (2025)
Creator: Varuna Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Varuna Group 401(k) Plan

401(k) retirement plan · Varuna Group's Varuna Group 401(k) Plan held $846K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$846K

Net assets (EOY)

$846K

People on this filing

Stephen Baker signed Varuna Group's 2025 Form 5500 as plan administrator.

Stephen Baker — 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

Varuna Group's EIN is 46-1712847.

EIN 46-1712847

Plan number 001

Plan year 2025

ACK ID 20260522140120NAL0007132242001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Varuna Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Varuna Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (98th percentile).

Plan sponsor

Name

VARUNA GROUP

EIN

all filings

Address

8181 EAST TUFTS AVENUE · SUITE 520 · DENVER, CO · 80237

Phone

(303) 407-1250

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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