How big is Viewcrest Advisors, Ltd.'s plan?

Viewcrest Advisors, Ltd.'s plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250602003032NAL0006261843001

Viewcrest Advisors, Ltd.

Name: Viewcrest Advisors, Ltd. — Viewcrest Advisors, Ltd., Form 5500 (2024)
Creator: Viewcrest Advisors, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Viewcrest Advisors, Ltd. 401(k) Plan

401(k) retirement plan · Viewcrest Advisors, Ltd.'s Viewcrest Advisors, Ltd. 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Viewcrest Advisors, Ltd.'s EIN is 47-2637968.

EIN 47-2637968

Plan number 001

Plan year 2024

ACK ID 20250602003032NAL0006261843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Viewcrest Advisors, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Viewcrest Advisors, Ltd.'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 VIEWCREST ADVISORS, LTD..

Finding similar companies…

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