How big is Vellines, Glick & Whitesell, PC's plan?

Vellines, Glick & Whitesell, PC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20251003102242NAL0002086944001

Vellines, Glick & Whitesell, PC

Name: Vellines, Glick & Whitesell, PC — Vellines, Glick &, Form 5500 (2024)
Creator: Vellines, Glick & Whitesell, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vellines, Glick & Whitesell, PC 401(k) Plan

401(k) retirement plan · Vellines, Glick & Whitesell, PC's Vellines, Glick & Whitesell, PC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Angela V. Whitesell signed Vellines, Glick & Whitesell, PC's 2024 Form 5500 as plan administrator.

Angela V. Whitesell — 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

Vellines, Glick & Whitesell, PC's EIN is 54-0844716.

EIN 54-0844716

Plan number 002

Plan year 2024

ACK ID 20251003102242NAL0002086944001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vellines, Glick & Whitesell, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vellines, Glick & Whitesell, PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VELLINES, GLICK & WHITESELL, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

VELLINES, GLICK & WHITESELL, PC

EIN

all filings

Address

P.O. BOX 235 · STAUNTON, VA · 244020235

Phone

(540) 885-1205

Industry

Law Offices· Professional & Technical Services

Plan administrator