How big is VONA Case Management, LLC's plan?

VONA Case Management, LLC's plan reported $8.1M in assets and 141 participants for 2024.

Original filing (PDF)20251007144100NAL0011600050001

VONA Case Management, LLC

Name: VONA Case Management, LLC — Form 5500 (2024)
Creator: VONA Case Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · VONA Case Management, LLC held $8.1M in plan assets for 141 participants in 2024.

Signals · 1

No auditor on file

Active participants

141

Accounts w/ balance

110

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

Donna Johnson signed VONA Case Management, LLC's 2024 Form 5500 as plan administrator.

Donna Johnson — 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

VONA Case Management, LLC's EIN is 47-4544218.

EIN 47-4544218

Plan number 001

Plan year 2024

ACK ID 20251007144100NAL0011600050001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VONA CASE MANAGEMENT, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score