How big is Vericore LLC's plan?

Vericore LLC's plan reported $3.8M in assets and 38 participants for 2025.

Original filing (PDF)20260311082854NAL0005159603001

Vericore LLC

Name: Vericore LLC — Vericore 401(k) Plan, Form 5500 (2025)
Creator: Vericore LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vericore 401(k) Plan

401(k) retirement plan · Vericore LLC's Vericore 401(k) Plan held $3.8M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Mark Winkler signed Vericore LLC's 2025 Form 5500 as plan administrator.

Mark Winkler — 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

Vericore LLC's EIN is 72-1500869.

EIN 72-1500869

Plan number 001

Plan year 2025

ACK ID 20260311082854NAL0005159603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vericore LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vericore LLC'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 VERICORE LLC.

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VERICORE LLC

EIN

all filings

Address

10115 KINCEY AVENUE 100 · HUNTERSVILLE, NC · 28078

Phone

(800) 995-0384

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

T.K. Keith Company, Inc.

T.K. Keith Company, Inc. 401(k) Plan

$3.8M · 18 participants

IQ Capital Advisors, Inc.

IQ Capital Advisors, Inc. Defined Benefit Plan

$3.7M · 3 participants

William J. RINN, III

William J. RINN, III, Profit Sharing 401(k) Pension Plan

$3.9M · 3 participants

Intercambio Express, Inc.

Intercambio Express, Inc. Retirement Plan

$3.9M · 167 participants

Consumer Financial Service Corporation

Consumer Financial Profit Sharing and Trust

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.