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

VAST Wealth Advisors, LLC's plan reported $238K in assets and 2 participants for 2024.

Original filing (PDF)20251015125606NAL0004603105001

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 Cash Balance Pension Plan

Defined-benefit pension plan · VAST Wealth Advisors, LLC's VAST Wealth Advisors, LLC Cash Balance Pension Plan held $238K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Jessica JUNG signed VAST Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Jessica JUNG — 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

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

EIN 85-4215023

Plan number 002

Plan year 2024

ACK ID 20251015125606NAL0004603105001

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 a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off