How big is Versity Investments, LLC's plan?

Versity Investments, LLC's plan reported $693K in assets and 35 participants for 2024.

Original filing (PDF)20251015131300NAL0004944593001

Versity Investments, LLC

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

Form 5500-SF

FILING_RECEIVED

Versity Investments, LLC 401(k) Plan

401(k) retirement plan · Versity Investments, LLC's Versity Investments, LLC 401(k) Plan held $693K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

Plan identifiers

Versity Investments, LLC's EIN is 82-5315389.

EIN 82-5315389

Plan number 001

Plan year 2024

ACK ID 20251015131300NAL0004944593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Versity 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 VERSITY 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

Helping the score