How big is Vuecrest Wealth Management's plan?

Vuecrest Wealth Management's plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20250729103011NAL0001243651001

Vuecrest Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Vuecrest Wealth Management 401(k) Plan

401(k) retirement plan · Vuecrest Wealth Management's Vuecrest Wealth Management 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Vuecrest Wealth Management's EIN is 81-5321484.

EIN 81-5321484

Plan number 001

Plan year 2024

ACK ID 20250729103011NAL0001243651001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vuecrest Wealth Management'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 VUECREST WEALTH MANAGEMENT.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

VUECREST WEALTH MANAGEMENT

EIN

all filings

Address

10655 NE 4TH STREET · SUITE 503 · BELLEVUE, WA · 98004

Phone

(425) 637-8111

Industry

Finance & Insurance

Plan administrator