Original filing (PDF)20250715094937NAL0001487075003

VIRTERA PARTNERS LLC

Name: VIRTERA PARTNERS LLC — VIRTERA PARTNERS LLC RETIREMENT TRUST, Form 5500 (2024)
Creator: VIRTERA PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

VIRTERA PARTNERS LLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRTERA PARTNERS LLC.

Plan sponsor

Name

VIRTERA PARTNERS LLC

EIN

84-5033907

Address

30100 CHAGRIN BOULEVARD · SUITE 380 · PEPPER PIKE, OH · 44124

Phone

(216) 859-8800

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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