How big is Verdell Advisory's plan?

Verdell Advisory's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250424220751NAL0017909202024

Verdell Advisory

Name: Verdell Advisory — Verdell Advisory 401(k) Plan, Form 5500 (2024)
Creator: Verdell Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verdell Advisory 401(k) Plan

401(k) retirement plan · Verdell Advisory's Verdell Advisory 401(k) Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

QIAN LIU signed Verdell Advisory's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Verdell Advisory's EIN is 81-1324500.

EIN 81-1324500

Plan number 001

Plan year 2024

ACK ID 20250424220751NAL0017909202024

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Verdell Advisory from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Verdell Advisory's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERDELL ADVISORY.

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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