How big is Team Vance Management, LLC's plan?

Team Vance Management, LLC's plan reported $169K in assets and 136 participants for 2024.

Original filing (PDF)20250630153222NAL0027806754001

Team Vance Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Team Vance Management, LLC 401(k) Plan

401(k) retirement plan · Team Vance Management, LLC's Team Vance Management, LLC 401(k) Plan held $169K in plan assets for 136 participants in 2024.

Signals · 1

No auditor on file

Active participants

136

Accounts w/ balance

Plan assets (EOY)

$169K

Net assets (EOY)

$169K

People on this filing

TARA Evans, for TAG Resources signed Team Vance Management, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Team Vance Management, LLC's EIN is 85-3571878.

EIN 85-3571878

Plan number 001

Plan year 2024

ACK ID 20250630153222NAL0027806754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Team Vance Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TEAM VANCE MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score