How big is Vertical Source Inc.'s plan?

Vertical Source Inc.'s plan reported $6K in assets and 3 participants for 2022.

Original filing (PDF)20231011101159NAL0019829475001

Vertical Source Inc.

Name: Vertical Source Inc. — Vertical Source Inc. 401(k), Form 5500 (2022)
Creator: Vertical Source Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertical Source Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Vertical Source Inc.'s Vertical Source Inc. 401(k) Profit Sharing Plan & Trust held $6K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

People on this filing

Heather MAIA signed Vertical Source Inc.'s 2022 Form 5500 as plan administrator.

Heather MAIA — 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

Vertical Source Inc.'s EIN is 57-1162647.

EIN 57-1162647

Plan number 001

Plan year 2022

ACK ID 20231011101159NAL0019829475001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Vertical Source Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Vertical Source 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 VERTICAL SOURCE INC.

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Plan health score

Above-average plan

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