401(k) · DOL Form 5500 · 2024
V2 Strategic Advisors LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $243,289
- Avg per participant Above avg balance/head
Official DOL plan name: V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust · Sponsored by V2 Strategic Advisors LLC · Florida · Manufacturing
$4M in assets, 18 participants
V2 Strategic Advisors LLC's V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 40th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #4,047 in Manufacturing (17,777 peers)
V2 Strategic Advisors LLC multi-year trail
V2 Strategic Advisors LLC's plans moved +107.1% in assets from 2022 to 2024; this filing shows V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust at $4M / 18 participants.
- #4,047
- in Manufacturing (17,777 peers)
- +35.5%
- assets growth YoY
V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Manufacturing and all filers
V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,379,206 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 30 in the plan year 2023 filing to 18 in the plan year 2024 filing.
- V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 201128661 · V2 Strategic Advisors LLC PY 2024 · 401(k)
V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust · $4M · 18 · 40th
- VS-ST $4M
- BOY 18
- SCH 40th
- EBSA 401(k)
- PART near Donald Automotive Group, LLC 401(k) Profit Sharing Plan
- TYPE ind #4047
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Florida →
V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
V2 Strategic Advisors LLC multi-year asset trail
Sponsor-wide plan assets over time
All V2 Strategic Advisors LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 107.09921046844593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $2M |
| 2023 | 1 | 30 | $3M |
| 2024 | 1 | 18 | $4M |
V2 Strategic Advisors LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 201128661 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
V2 Strategic Advisors LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Donald Automotive Group, LLC 401(k) Profit Sharing Plan in NC ($4M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.