How big is Veridan Wealth, LLC's plan?

Veridan Wealth, LLC's plan reported $18K in assets and 5 participants for 2024.

Original filing (PDF)20250919141744NAL0003151200001

Veridan Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Veridan Wealth, LLC 401(k) Plan

401(k) retirement plan · Veridan Wealth, LLC's Veridan Wealth, LLC 401(k) Plan held $18K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Laura Steagall signed Veridan Wealth, LLC's 2024 Form 5500 as plan administrator.

Laura Steagall — 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

Veridan Wealth, LLC's EIN is 99-2303861.

EIN 99-2303861

Plan number 001

Plan year 2024

ACK ID 20250919141744NAL0003151200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Veridan Wealth, 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 VERIDAN WEALTH, LLC.

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