How big is Virtus Financial Partners, LLC's plan?

Virtus Financial Partners, LLC's plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20251002074306NAL0000125539001

Virtus Financial Partners, LLC

Name: Virtus Financial Partners, LLC — Virtus Financial, Form 5500 (2024)
Creator: Virtus Financial Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Virtus Financial Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Virtus Financial Partners, LLC's Virtus Financial Partners, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Stan Stewart signed Virtus Financial Partners, LLC's 2024 Form 5500 as plan administrator.

Stan Stewart — 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

Virtus Financial Partners, LLC's EIN is 47-4881404.

EIN 47-4881404

Plan number 001

Plan year 2024

ACK ID 20251002074306NAL0000125539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Virtus Financial Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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