How big is Vintage Wealth Advisors' plan?

Vintage Wealth Advisors' plan reported $8.4M in assets and 10 participants for 2024.

Original filing (PDF)20250528104130NAL0004356995001

Vintage Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Vintage Wealth Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Vintage Wealth Advisors' Vintage Wealth Advisors 401(k) Profit Sharing Plan held $8.4M in plan assets for 10 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan identifiers

Vintage Wealth Advisors' EIN is 81-4954711.

EIN 81-4954711

Plan number 001

Plan year 2024

ACK ID 20250528104130NAL0004356995001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vintage Wealth Advisors' plan includes profit-sharing, a 401(k) feature, 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 VINTAGE WEALTH ADVISORS.

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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