Original filing (PDF)20251001205137NAL0021572898001

VPA IX, LLC

Name: VPA IX, LLC — VPA IX, LLC 401(K) PLAN, Form 5500 (2024)
Creator: VPA IX, LLC

Form 5500-SF

FILING_RECEIVED

VPA IX, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VPA IX, LLC.

Plan sponsor

Name

VPA IX, LLC

EIN

92-0977796

Address

1250 FAIRMONT AVENUE · MOUNT PLEASANT, SC · 29464

Phone

(843) 654-7571

Industry

Real Estatesee all

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

Related plans

Similar-size Real Estate plans

BABROS & ASSOCIATES, LLC

BABROS & ASSOCIATES PROFIT SHARING PLAN

$3.2M · 2 participants

GIAMCO REALTY CORP.

GIAMCO REALTY CORP. DEFINED BENEFIT PENSION PLAN

$3.1M · 6 participants

ANDERSON COMMUNITIES, INC.

ANDERSON COMMUNITIES, INC. 401(K) PLAN

$3.2M · 98 participants

US REALTY CONSULTANTS, INC.

US REALTY CONSULTANTS, INC. 401(K) PLAN

$3.1M · 16 participants

WEBSTER & ASSOCIATES, INC.

WEBSTER & ASSOCIATES, INC. 401(K) PLAN