How big is Volteo, LLC's plan?

Volteo, LLC's plan reported $1.2M in assets and 12 participants for 2024.

Original filing (PDF)20250624175809NAL0010692112001

Volteo, LLC

Name: Volteo, LLC — Volteo Retirement Plan, Form 5500 (2024)
Creator: Volteo, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Volteo Retirement Plan

401(k) retirement plan · Volteo, LLC's Volteo Retirement Plan held $1.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Scott Peterson signed Volteo, LLC's 2024 Form 5500 as plan administrator.

Scott Peterson — 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

Volteo, LLC's EIN is 46-3475939.

EIN 46-3475939

Plan number 001

Plan year 2024

ACK ID 20250624175809NAL0010692112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Plan sponsor

Name

VOLTEO, LLC

EIN

all filings

Address

3133 W FRYE ROAD · STE 101 · CHANDLER, AZ · 85226

Phone

(480) 620-5290

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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