How big is Vaquero Private Wealth, Ltd.'s plan?

Vaquero Private Wealth, Ltd.'s plan reported $412K in assets and 4 participants for 2024.

Original filing (PDF)20251009121530NAL0011431232001

Vaquero Private Wealth, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Vaquero Private Wealth, Ltd. 401(k) Plan

401(k) retirement plan · Vaquero Private Wealth, Ltd.'s Vaquero Private Wealth, Ltd. 401(k) Plan held $412K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

People on this filing

RISA Kiser signed Vaquero Private Wealth, Ltd.'s 2024 Form 5500 as plan administrator.

RISA Kiser — 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

Vaquero Private Wealth, Ltd.'s EIN is 82-1936103.

EIN 82-1936103

Plan number 001

Plan year 2024

ACK ID 20251009121530NAL0011431232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vaquero Private Wealth, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vaquero Private Wealth, Ltd.'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 VAQUERO PRIVATE WEALTH, LTD.

Finding similar companies…

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