Original filing (PDF)20250529175416NAL0007565809001

VERUS ASSOCIATES, INC.

Name: VERUS ASSOCIATES, INC. — VERUS ASSOCIATES, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: VERUS ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

VERUS ASSOCIATES, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERUS ASSOCIATES, INC..

Plan sponsor

Name

VERUS ASSOCIATES, INC.

EIN

47-3463382

Address

2120 DIAMOND BLVD · SUITE 110 · CONCORD, CA · 94520

Phone

(925) 446-6586

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

2U · Association Retirement Plan

Service providers (Schedule C)

Small plans don't disclose service providers

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