How big is Veritas Advisory, Inc.'s plan?

Veritas Advisory, Inc.'s plan reported $41K in assets and 4 participants for 2025.

Original filing (PDF)20260313091511NAL0007498497001

Veritas Advisory, Inc.

Name: Veritas Advisory, Inc. — Veritas Advisory, Inc., Form 5500 (2025)
Creator: Veritas Advisory, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Veritas Advisory, Inc. 401(k) Plan

401(k) retirement plan · Veritas Advisory, Inc.'s Veritas Advisory, Inc. 401(k) Plan held $41K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Philip Limeri signed Veritas Advisory, Inc.'s 2025 Form 5500 as plan administrator.

Philip Limeri — 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

Veritas Advisory, Inc.'s EIN is 81-3078367.

EIN 81-3078367

Plan number 001

Plan year 2025

ACK ID 20260313091511NAL0007498497001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Veritas Advisory, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Veritas Advisory, Inc.'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 VERITAS ADVISORY, INC..

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