Original filing (PDF)20241106202238NAL0005527571001

VA ADVISORY, LLC DBA ARTEMIS VALUATION AND ADVISORY

Name: VA ADVISORY, LLC DBA ARTEMIS VALUATION AND ADVISORY — VA ADVISORY, LLC 401(K) PLAN, Form 5500 (2023)
Creator: VA ADVISORY, LLC DBA ARTEMIS VALUATION AND ADVISORY

Form 5500-SF

FILING_RECEIVED

VA ADVISORY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VA ADVISORY, LLC DBA ARTEMIS VALUATION AND ADVISORY.

Plan sponsor

Name

VA ADVISORY, LLC DBA ARTEMIS VALUATION AND ADVISORY

EIN

47-1983883

Address

8705 SHADOW LANE · HENRICO, VA · 23229

Phone

(502) 994-9824

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-12

Filed

2024-11-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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