How big is Verity Asset Management's plan?

Verity Asset Management's plan reported $2.0M in assets and 16 participants for 2024.

Original filing (PDF)20250731161442NAL0008864928001

Verity Asset Management

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

Form 5500-SF

FILING_RECEIVED

Verity Asset Management 401(k) Plan

401(k) retirement plan · Verity Asset Management's Verity Asset Management 401(k) Plan held $2.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

AMY Simonson signed Verity Asset Management's 2024 Form 5500 as plan administrator.

AMY Simonson — 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

Verity Asset Management's EIN is 56-1981693.

EIN 56-1981693

Plan number 001

Plan year 2024

ACK ID 20250731161442NAL0008864928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Verity Asset Management'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 VERITY ASSET MANAGEMENT.

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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