Name: Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI — Form 5500 Plan 001 (2024)
Creator: Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI
License: https://www.usa.gov/government-works

Question 1

Who is the plan administrator for Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI?

Accepted Answer

Suanne Lee signed Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's 2024 Form 5500 as plan administrator.

Question 2

What is Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's EIN?

Accepted Answer

Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's EIN is 59-3641272.

Question 3

Where can I get Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's Form 5500?

Accepted Answer

Download the official 2024 Form 5500 (PDF) for Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI from the U.S. Department of Labor's EFAST2 system. You can also view the full filing data on this page.

Question 4

How big is Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's plan?

Accepted Answer

Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's plan reported $2.4M in assets and 18 participants for 2024.

Question 5

What features does Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's plan have?

Accepted Answer

Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Wertz York Capital Management Group, LLC DBA DEEP Blue Investment ADVI

Service providers (Schedule C)

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