How big is Vector Wealth Strategies, LLC's plan?

Vector Wealth Strategies, LLC's plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250715092346NAL0001888641001

Vector Wealth Strategies, LLC

Name: Vector Wealth Strategies, LLC — Vector Wealth, Form 5500 (2024)
Creator: Vector Wealth Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vector Wealth Strategies 401(k)Plan

401(k) retirement plan · Vector Wealth Strategies, LLC's Vector Wealth Strategies 401(k)Plan held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Vector Wealth Strategies, LLC's EIN is 46-4893387.

EIN 46-4893387

Plan number 001

Plan year 2024

ACK ID 20250715092346NAL0001888641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vector Wealth Strategies, 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 VECTOR WEALTH STRATEGIES, 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