How big is Vialto Partners, LLC's plan?

Vialto Partners, LLC's plan reported $195K in assets and 5 participants for 2024.

Original filing (PDF)20251014161751NAL0003262833001

Vialto Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Vialto Partners, LLC Retirement Plan

Defined-contribution retirement plan · Vialto Partners, LLC's Vialto Partners, LLC Retirement Plan held $195K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$195K

Net assets (EOY)

$195K

People on this filing

Sharon O'GRADY signed Vialto Partners, LLC's 2024 Form 5500 as plan administrator.

Sharon O'GRADY — 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

Vialto Partners, LLC's EIN is 87-3913943.

EIN 87-3913943

Plan number 001

Plan year 2024

ACK ID 20251014161751NAL0003262833001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vialto Partners, LLC's plan includes profit-sharing, 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 VIALTO PARTNERS, 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