How big is VAST Wealth Advisors, LLC's plan?

VAST Wealth Advisors, LLC's plan reported $176K in assets and 2 participants for 2024.

Original filing (PDF)20251104095922NAL0009036993001

VAST Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

VAST Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · VAST Wealth Advisors, LLC's VAST Wealth Advisors, LLC 401(k) Profit Sharing Plan held $176K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$176K

Net assets (EOY)

$176K

Plan identifiers

VAST Wealth Advisors, LLC's EIN is 85-4215023.

EIN 85-4215023

Plan number 001

Plan year 2024

ACK ID 20251104095922NAL0009036993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

VAST Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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 (89th percentile).

Plan sponsor

Name

VAST WEALTH ADVISORS, LLC

EIN

all filings

Address

320 SEVEN SPRINGS WAY · SUITE 320 · BRENTWOOD, TN · 37027

Phone

(615) 953-7300

Industry

Finance & Insurance

Plan administrator