401(k) retirement plan · Verns & SON PSP&T's Verns & SON Profit Sharing Plan & Trust held $8.7M in plan assets for 115 participants in 2024.
Active participants
115
Accounts w/ balance
81
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
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
92
Total plan cost
n/a
Plan health
42
Vendor & structure
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERNS & SON PSP&T.
