How big is Vertivis LLC's plan?

Vertivis LLC's plan reported $952K in assets and 3 participants for 2024.

Original filing (PDF)20250425153711NAL0005289491001

Vertivis LLC

Name: Vertivis LLC — Vertivis Retirement Plan, Form 5500 (2024)
Creator: Vertivis LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertivis Retirement Plan

401(k) retirement plan · Vertivis LLC's Vertivis Retirement Plan held $952K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

People on this filing

TARA Evans, for TAG Resources signed Vertivis LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Vertivis LLC's EIN is 47-2045401.

EIN 47-2045401

Plan number 001

Plan year 2024

ACK ID 20250425153711NAL0005289491001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertivis LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

VERTIVIS LLC

EIN

all filings

Address

8894 ASHGROVE HOUSE LANE · VIENNA, VA · 22182

Phone

(571) 332-8768

Industry

Professional & Technical Services

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1884

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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