How big is VK Wealth Advisors, Inc.'s plan?

VK Wealth Advisors, Inc.'s plan reported $607K in assets and 4 participants for 2024.

Original filing (PDF)20251015222115NAL0011721122001

VK Wealth Advisors, Inc.

Name: VK Wealth Advisors, Inc. — VK Wealth Advisors, Inc., Form 5500 (2024)
Creator: VK Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VK Wealth Advisors, Inc. 401(k) Plan

401(k) retirement plan · VK Wealth Advisors, Inc.'s VK Wealth Advisors, Inc. 401(k) Plan held $607K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$607K

Net assets (EOY)

$607K

Plan identifiers

VK Wealth Advisors, Inc.'s EIN is 81-4340576.

EIN 81-4340576

Plan number 001

Plan year 2024

ACK ID 20251015222115NAL0011721122001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VK Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VK Wealth Advisors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VK WEALTH ADVISORS, INC..

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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

Helping the score