Vengroff, Williams & Associates, Inc.ESOP
VENGROFF, WILLIAMS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · SARASOTA, FL · plan year 2023
Vengroff, Williams & Associates, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $288,891 across 609 participant accounts. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,554th of 3,644), and 11,504th of 11,654 in professional & technical services.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 650945867 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.