How big is Vanderlip and Co's plan?

Vanderlip and Co's plan reported $2.6M in assets and 4 participants for 2024.

Original filing (PDF)20250512121528NAL0012663779001

Vanderlip and Co

Name: Vanderlip and Co — Vanderlip and Co 401(k) P/S Plan, Form 5500 (2024)
Creator: Vanderlip and Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vanderlip and Co 401(k) P/S Plan

401(k) retirement plan · Vanderlip and Co's Vanderlip and Co 401(k) P/S Plan held $2.6M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Aaron Vanderlip signed Vanderlip and Co's 2024 Form 5500 as plan administrator.

Aaron Vanderlip — 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

Vanderlip and Co's EIN is 91-1304609.

EIN 91-1304609

Plan number 001

Plan year 2024

ACK ID 20250512121528NAL0012663779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vanderlip and Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vanderlip and Co's plan includes profit-sharing, a 401(k) feature, 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 VANDERLIP AND CO.

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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