How big is Vintage Wealth Advisors' plan?

Vintage Wealth Advisors' plan reported $2.1M in assets and 10 participants for 2024.

Original filing (PDF)20250528105152NAL0006965489001

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 Cash Balance Plan

Defined-benefit pension plan · Vintage Wealth Advisors' Vintage Wealth Advisors Cash Balance Plan held $2.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Vintage Wealth Advisors' EIN is 81-4954711.

EIN 81-4954711

Plan number 002

Plan year 2024

ACK ID 20250528105152NAL0006965489001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score