How big is VF Wealth Management, Inc.'s plan?

VF Wealth Management, Inc.'s plan reported $337K in assets and 6 participants for 2024.

Original filing (PDF)20250821094040NAL0002008979001

VF Wealth Management, Inc.

Name: VF Wealth Management, Inc. — VF Wealth Management, Form 5500 (2024)
Creator: VF Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VF Wealth Management, Inc. 401(k) Retirement Plan and Trust

401(k) retirement plan · VF Wealth Management, Inc.'s VF Wealth Management, Inc. 401(k) Retirement Plan and Trust held $337K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

Plan identifiers

VF Wealth Management, Inc.'s EIN is 87-3221051.

EIN 87-3221051

Plan number 001

Plan year 2024

ACK ID 20250821094040NAL0002008979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VF Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VF Wealth Management, Inc.'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 VF WEALTH MANAGEMENT, INC..

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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