How big is Virtera Partners LLC's plan?

Virtera Partners LLC's plan reported $258K in assets and 4 participants for 2024.

Original filing (PDF)20250715094937NAL0001487075003

Virtera Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Virtera Partners LLC Retirement Trust

401(k) retirement plan · Virtera Partners LLC's Virtera Partners LLC Retirement Trust held $258K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$258K

Net assets (EOY)

$258K

People on this filing

Plan Sponsor signed Virtera Partners LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Virtera Partners LLC's EIN is 84-5033907.

EIN 84-5033907

Plan number 001

Plan year 2024

ACK ID 20250715094937NAL0001487075003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Virtera Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VIRTERA PARTNERS 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