How big is View Capital Advisors LLC's plan?

View Capital Advisors LLC's plan reported $5.3M in assets and 18 participants for 2024.

Original filing (PDF)20250527103232NAL0015889922001

View Capital Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

View Capital Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · View Capital Advisors LLC's View Capital Advisors LLC 401(k) Profit Sharing Plan & Trust held $5.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

RON Fannin signed View Capital Advisors LLC's 2024 Form 5500 as plan administrator.

RON Fannin — 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

View Capital Advisors LLC's EIN is 86-1087726.

EIN 86-1087726

Plan number 001

Plan year 2024

ACK ID 20250527103232NAL0015889922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

View Capital Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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