Original filing (PDF)20250217095414NAL0001157379001

VECTRA CAPITAL LLC

Name: VECTRA CAPITAL LLC — VECTRA CAPITAL LLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: VECTRA CAPITAL LLC

Form 5500-SF

FILING_RECEIVED

VECTRA CAPITAL LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VECTRA CAPITAL LLC.

Plan sponsor

Name

VECTRA CAPITAL LLC

EIN

80-0883875

Address

445 PARK AVE. · SUITE 2001 · NEW YORK, NY · 10022

Phone

(646) 568-1750

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-07-26

Filed

2025-02-17

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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