How big is VPA IX, LLC's plan?

VPA IX, LLC's plan reported $3.2M in assets and 50 participants for 2024.

Original filing (PDF)20251001205137NAL0021572898001

VPA IX, LLC

Name: VPA IX, LLC — VPA IX, LLC 401(k) Plan, Form 5500 (2024)
Creator: VPA IX, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VPA IX, LLC 401(k) Plan

401(k) retirement plan · VPA IX, LLC's VPA IX, LLC 401(k) Plan held $3.2M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Heather Stewart signed VPA IX, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

VPA IX, LLC's EIN is 92-0977796.

EIN 92-0977796

Plan number 001

Plan year 2024

ACK ID 20251001205137NAL0021572898001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

VPA IX, 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 VPA IX, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VPA IX, LLC

EIN

all filings

Address

1250 FAIRMONT AVENUE · MOUNT PLEASANT, SC · 29464

Phone

(843) 654-7571

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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