How big is Veterans First Initiative's plan?

Veterans First Initiative's plan reported $1.5M in assets and 59 participants for 2024.

Original filing (PDF)20250718154820NAL0002095841001

Veterans First Initiative

Name: Veterans First Initiative — Veterans First, Form 5500 (2024)
Creator: Veterans First Initiative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Veterans First Initiative 401(k) Plan

401(k) retirement plan · Veterans First Initiative's Veterans First Initiative 401(k) Plan held $1.5M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Marcus Bowie signed Veterans First Initiative's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Veterans First Initiative's EIN is 46-3822513.

EIN 46-3822513

Plan number 001

Plan year 2024

ACK ID 20250718154820NAL0002095841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Veterans First Initiative's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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