How big is Underscore VC's plan?

Underscore VC's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20250815142830NAL0024317138001

Underscore VC

Name: Underscore VC — Underscore VC 401(k) Plan, Form 5500 (2024)
Creator: Underscore VC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Underscore VC 401(k) Plan

401(k) retirement plan · Underscore VC's Underscore VC 401(k) Plan held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

James S Orsillo Jr. signed Underscore VC's 2024 Form 5500 as plan administrator.

James S Orsillo Jr. — 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

Underscore VC's EIN is 47-5098099.

EIN 47-5098099

Plan number 001

Plan year 2024

ACK ID 20250815142830NAL0024317138001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Underscore VC'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 UNDERSCORE VC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UNDERSCORE VC

EIN

all filings

Address

45 SCHOOL STREET · OLD CITY HALL, 2ND FLOOR · BOSTON, MA · 02108

Phone

(617) 303-0064

Industry

Finance & Insurance

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

2025-08-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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