How big is Veratis Advisors, Inc.'s plan?

Veratis Advisors, Inc.'s plan reported $1.9M in assets and 8 participants for 2024.

Original filing (PDF)20250605135929NAL0008527107001

Veratis Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Veratis 401(k) Plan

401(k) retirement plan · Veratis Advisors, Inc.'s Veratis 401(k) Plan held $1.9M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Steve Simpson signed Veratis Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Steve Simpson — 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

Veratis Advisors, Inc.'s EIN is 56-2274965.

EIN 56-2274965

Plan number 001

Plan year 2024

ACK ID 20250605135929NAL0008527107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Veratis Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Veratis Advisors, Inc.'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 VERATIS ADVISORS, INC..

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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