How big is Vergepointe, LLP's plan?

Vergepointe, LLP's plan reported $3.8M in assets and 8 participants for 2025.

Original filing (PDF)20260414123313NAL0023742546001

Vergepointe, LLP

Name: Vergepointe, LLP — Vergepointe Retirement Plan, Form 5500 (2025)
Creator: Vergepointe, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vergepointe Retirement Plan

401(k) retirement plan · Vergepointe, LLP's Vergepointe Retirement Plan held $3.8M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Rosalynn Ritschard signed Vergepointe, LLP's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

Vergepointe, LLP's EIN is 93-1043127.

EIN 93-1043127

Plan number 001

Plan year 2025

ACK ID 20260414123313NAL0023742546001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vergepointe, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vergepointe, LLP'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 VERGEPOINTE, LLP.

Finding similar companies…

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