Original filing (PDF)20250716084813NAL0002904177001

VFORMATION INC

Name: VFORMATION INC — VFORMATION INC - 401(K), Form 5500 (2024)
Creator: VFORMATION INC

Form 5500-SF

FILING_RECEIVED

VFORMATION INC - 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VFORMATION INC.

Plan sponsor

Name

VFORMATION INC

EIN

82-5130073

Address

3 BAY HARBOR WAY · SAN RAFAEL, CA · 94901

Phone

(415) 306-4835

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

JZ MARKETING GROUP LLC

JZ MARKETING GROUP LLC 401(K) PROFIT SHARING PLAN

$112K · 12 participants

DHF HOLDINGS INC

DHF HOLDINGS INC 401(K) PLAN

$113K · 8 participants

RELENTLESS PARTNERS, LLC

RELENTLESS PARTNERS, LLC 401(K) PLAN

$111K · 8 participants

SMASH PARK HOLDINGS LLC

SMASH PARK HOLDINGS LLC 401(K)

$111K · 165 participants

DG HOLDINGS

DG HOLDINGS 401(K) PLAN

$114K · 6 participants