Original filing (PDF)20250203100333NAL0003190115001

VESTAPOINT LLC

Name: VESTAPOINT LLC — VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VESTAPOINT LLC

Form 5500-SF

FILING_RECEIVED

VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

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.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VESTAPOINT LLC.

Plan sponsor

Name

VESTAPOINT LLC

EIN

93-4808658all filings

Address

941 WEST MORSE BLVD · SUITE 100 · WINTER PARK, FL · 32789

Phone

(407) 960-7175

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