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  2. VERIPAX WEALTH MANAGEMENT, INC.
Sponsor portfolio

VERIPAX WEALTH MANAGEMENT, INC.

EIN 26-0436959-financial services-Latest filing 2024
Plans
2
Retirement
2
$754K assets
Welfare
0
Participants
6
101 PARKSHORE DRIVE, SUITE 100 - FOLSOM, CA 95630916-358-5635veripax.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$421K - 3 part#001401k-$333K - 3 part

Retirement portfolio analytics

2 plans aggregated / $754K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • VWM 401(K) (#001)44%
Total $754KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • VWM 401(K) (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VWM CASH BALANCE PLAN

CashBalance

Assets$421K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VWM 401(K) PLAN

401k

Assets$333K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VWM CASH BALANCE PLANCashBalance$421K32024
001VWM 401(K) PLAN401k$333K32024
Retirement plans
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