Original filing (PDF)20250812112212NAL0007189955001

VERNON SUMMIT PARTNERS, LLC

Name: VERNON SUMMIT PARTNERS, LLC — VERNON SUMMIT PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: VERNON SUMMIT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

VERNON SUMMIT PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERNON SUMMIT PARTNERS, LLC.

Plan sponsor

Name

VERNON SUMMIT PARTNERS, LLC

EIN

61-1671292

Address

1000 GERMANTOWN PIKE, · SUITE H1 · PLYMOUTH MEETING, PA · 19462

Phone

(610) 943-3101

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BASE10 PARTNERS MANAGEMENT, LLC

BASE10 PARTNERS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

$1.9M · 27 participants

RED IRON GROUP MANAGEMENT LLC

RED IRON GROUP 401(K) PLAN

$1.8M · 12 participants

DUNCAN-NEWMAN ASSOCIATES, LLP

DUNCAN-NEWMAN ASSOCIATES, LLP 401(K) PROFIT SHARING PLAN

$1.9M · 6 participants

K.P. FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES

K.P. FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES ROTH 401(K) PLAN

$1.8M · 8 participants

ACCURANT INTERNATIONAL, LLC