How big is Verger Capital Management LLC's plan?

Verger Capital Management LLC's plan reported $2.3M in assets and 18 participants for 2024.

Original filing (PDF)20250512084809NAL0026656544001

Verger Capital Management LLC

Name: Verger Capital Management LLC — Verger Capital, Form 5500 (2024)
Creator: Verger Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verger Capital Management LLC 401(k) Plan

401(k) retirement plan · Verger Capital Management LLC's Verger Capital Management LLC 401(k) Plan held $2.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Vicki J West signed Verger Capital Management LLC's 2024 Form 5500 as plan administrator.

Vicki J West — 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

Verger Capital Management LLC's EIN is 46-4037343.

EIN 46-4037343

Plan number 001

Plan year 2024

ACK ID 20250512084809NAL0026656544001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Verger Capital Management LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 VERGER CAPITAL MANAGEMENT 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