Vested In Management LP 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Vested In Management LP
  • Sponsor EIN: 752965680
  • Sponsor Address: 1630 W PROSPER TRAIL, SUITE 810, PROSPER, TX, 75078
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 44
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202544$3.5M$0$0
202438$3.2M$71,494$176,005
202339$2.7M$55,813$120,373
202259$2.3M$49,701$108,865

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