How big is VIP Agency Group, LLC's plan?

VIP Agency Group, LLC's plan reported $3.9M in assets and 35 participants for 2024.

Original filing (PDF)20251010113116NAL0017803634001

VIP Agency Group, LLC

Name: VIP Agency Group, LLC — The VIP Agency Group, LLC, Form 5500 (2024)
Creator: VIP Agency Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The VIP Agency Group, LLC 401(k) Plan

401(k) retirement plan · VIP Agency Group, LLC's The VIP Agency Group, LLC 401(k) Plan held $3.9M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Richard Tatum signed VIP Agency Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

VIP Agency Group, LLC's EIN is 82-4313574.

EIN 82-4313574

Plan number 001

Plan year 2024

ACK ID 20251010113116NAL0017803634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VIP Agency Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VIP Agency Group, 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 VIP AGENCY GROUP, 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

Helping the score