Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
VIRGINIA MANAGED INVESTMENTS INC.
EIN 54-1693116financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
5
28 W MARKET ST - LEESBURG, VA 20176703-443-0222vmifinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 5 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#002
VIRGINIA MANAGED INVESTMENTS INC 401K PSP
401k
Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VIRGINIA MANAGED INVESTMENTS INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VIRGINIA MANAGED INVESTMENTS INC 401K PSP | 401k | $2.6M | 3 | 2025 | |
| 003 | VIRGINIA MANAGED INVESTMENTS INC. DEFINED BENEFIT PLAN | TraditionalDB | $1.8M | 2 | 2025 |
Retirement plans