Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Plans

  • planVerato, Inc. 401(K) Profit Sharing Plan And TrustFinancial statementProvider compensation2023 filing
    $10.9Mreported assets (EOY)
    Sponsor: Verato Inc.EIN: 46-2399755Plan: 001Participants: 131Assets: $10,937,511Net assets: $10.9MAssets / participant: $83.5KLocation: Mclean, VALatest: 2023
    View financial statement
  • planVerato, Inc.Provider compensation2023 filing
    Sponsor: Verato, Inc.EIN: 46-2399755Plan: 501Participants: 169Assets: not reported in the loaded datasetLocation: Mclean, VALatest: 2023
    View plan profile
  • planVerato, Inc.Provider compensation2023 filing
    Sponsor: Verato, Inc.EIN: 46-2399755Plan: 502Participants: 114Assets: not reported in the loaded datasetLocation: Mclean, VALatest: 2023
    View plan profile