Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VERALON PARTNERS INC.
EIN 02-0542726Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$12.3M assets
Welfare
0
Participants
103
THREE BALA PLAZA WEST - SUITE 702 - BALA CYNWYD, PA 19004215-636-3500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.3M assets / 103 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERALON PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$11.3M
Participants63
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
VERALON PARTNERS INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.1M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERALON PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $11.3M | 63 | 2024 | |
| 003 | VERALON PARTNERS INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.1M | 40 | 2024 |
Retirement plans