How big is Vertical Global Investments, LLC's plan?

Vertical Global Investments, LLC's plan reported $102K in assets and 8 participants for 2024.

Original filing (PDF)20250717125004NAL0000149923001

Vertical Global Investments, LLC

Name: Vertical Global Investments, LLC — Vertical Global, Form 5500 (2024)
Creator: Vertical Global Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertical Global Investments, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Vertical Global Investments, LLC's Vertical Global Investments, LLC 401(k) Profit Sharing Plan held $102K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Joann Marolda signed Vertical Global Investments, LLC's 2024 Form 5500 as plan administrator.

Joann Marolda — 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

Vertical Global Investments, LLC's EIN is 82-1316229.

EIN 82-1316229

Plan number 001

Plan year 2024

ACK ID 20250717125004NAL0000149923001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vertical Global Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vertical Global Investments, LLC'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 VERTICAL GLOBAL INVESTMENTS, LLC.

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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

Knocking points off