How big is The Virtus Financial Group LLC's plan?

The Virtus Financial Group LLC's plan reported $96K in assets and 10 participants for 2024.

Original filing (PDF)20251009112333NAL0006905473001

The Virtus Financial Group LLC

Name: The Virtus Financial Group LLC — The Virtus, Form 5500 (2024)
Creator: The Virtus Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Virtus Financial Group 401(k) Plan

401(k) retirement plan · The Virtus Financial Group LLC's The Virtus Financial Group 401(k) Plan held $96K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

People on this filing

Linda Wrezinski signed The Virtus Financial Group LLC's 2024 Form 5500 as plan administrator.

Linda Wrezinski — 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

The Virtus Financial Group LLC's EIN is 87-4367295.

EIN 87-4367295

Plan number 001

Plan year 2024

ACK ID 20251009112333NAL0006905473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Virtus Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Virtus Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 THE VIRTUS FINANCIAL GROUP LLC.

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Plan health score

Above-average plan

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

Knocking points off