How big is Verde Advisors, Inc.'s plan?

Verde Advisors, Inc.'s plan reported $375K in assets and 2 participants for 2024.

Original filing (PDF)20250924161419NAL0008864032001

Verde Advisors, Inc.

Name: Verde Advisors, Inc. — Verde Advisors, Inc. 401(k), Form 5500 (2024)
Creator: Verde Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Verde Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Verde Advisors, Inc.'s Verde Advisors, Inc. 401(k) Profit Sharing Plan held $375K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

Plan identifiers

Verde Advisors, Inc.'s EIN is 83-1687302.

EIN 83-1687302

Plan number 001

Plan year 2024

ACK ID 20250924161419NAL0008864032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Verde Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Verde Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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