How big is Vertus Charter School's plan?

Vertus Charter School's plan reported $1.3M in assets and 70 participants for 2024.

Original filing (PDF)20250728124004NAL0003358770001

Vertus Charter School

Name: Vertus Charter School — Vertus Charter School 401(k), Form 5500 (2024)
Creator: Vertus Charter School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertus Charter School 401(k) Plan

401(k) retirement plan · Vertus Charter School's Vertus Charter School 401(k) Plan held $1.3M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Julie Locey signed Vertus Charter School's 2024 Form 5500 as plan administrator.

Julie Locey — 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

Vertus Charter School's EIN is 46-4366962.

EIN 46-4366962

Plan number 001

Plan year 2024

ACK ID 20250728124004NAL0003358770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vertus Charter School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off