Original filing (PDF)20250609152715NAL0011099571003

VPA OF THE CAROLINAS, INC.

Name: VPA OF THE CAROLINAS, INC. — VALBRIDGE PROPERTY ADVISORS - CAROLINAS 401(K) PLAN, Form 5500 (2024)
Creator: VPA OF THE CAROLINAS, INC.

Form 5500-SF

FILING_RECEIVED

VALBRIDGE PROPERTY ADVISORS - CAROLINAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VPA OF THE CAROLINAS, INC..

Plan sponsor

Name

VPA OF THE CAROLINAS, INC.

DBA

VALBRIDGE PROPERTY ADVISORS GREENVILLE/ASHVILLE/COLUMBIA

EIN

83-1056812all filings

Address

11 CLEVELAND COURT · GREENVILLE, SC · 29607

Phone