Original filing (PDF)20251014165403NAL0001703347001

VERMONT ENERGY INVESTMENT CORP.

Name: VERMONT ENERGY INVESTMENT CORP. — VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: VERMONT ENERGY INVESTMENT CORP.

Form 5500

FILING_RECEIVED

VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

389

Accounts w/ balance

477

Plan assets (EOY)

$61.9M

Net assets (EOY)

$61.9M

How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERMONT ENERGY INVESTMENT CORP..

Plan sponsor

Name

VERMONT ENERGY INVESTMENT CORP.

EIN

03-0304418

Address

1658 K ST NE#1 · WASHINGTON, DC · 20002

Phone

(802) 658-6060

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

MCSOLEY MCCOY & CO.

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$65K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY GLOBAL	—	BALTIMORE, MD	NONE	$119K	—

Investments

33 direct securities· $61.9M(100% of reported assets)

Other securities

$60.4M

31 holdings

U.S. Treasuries

$1.2M

1 holding

Cash / Money Market

$309K

1 holding

					% of plan
American Funds Trgt Date Ret 2040 R6 American Funds 0	Other securities	—	—	$6.3M	10.2%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Other securities	—	—	$5.2M	8.5%
Fidelity Total Market Index Fund Fidelity 0	Other securities	—	—	$5.0M	8.0%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Other securities	—	—	$4.5M	7.3%
Parnassus Core Equity Inst Parnassus 0	Other securities	—	—	$3.8M	6.1%
T. Rowe Price Growth Stock Inv T. Rowe Price 0	Other securities	—	—	$3.3M	5.4%
American Funds Trgt Date Ret 2035 R6 American Funds 0	Other securities	—	—	$3.3M	5.3%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Other securities	—	—	$2.7M	4.3%
Impax Sustainable Allocation Instl Fidelity 0	Other securities	—	—	$2.4M	3.9%
Trillium ESG Global Equity Fund Instl Trillium 0	Other securities	—	—	$2.4M	3.9%
Fidelity Balanced Fund Fidelity 0	Other securities	—	—	$2.3M	3.6%
Parnassus Value Equity Fund Instl Parnassus 0	Other securities	—	—	$2.3M	3.6%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Other securities	—	—	$2.2M	3.6%
Vanguard Small-Cap Index Adm Vanguard 0	Other securities	—	—	$2.0M	3.3%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Other securities	—	—	$1.9M	3.1%
Vanguard Mid Cap Index Adm Vanguard 0	Other securities	—	—	$1.9M	3.0%
American Funds EuroPacific Gr R6 American Funds 0	Other securities	—	—	$1.8M	3.0%
Calvert Bond Fund I Calvert 0	U.S. Treasuries	—	—	$1.2M	1.9%
Parnassus Mid Cap Instl Parnassus 0	Other securities	—	—	$1.1M	1.7%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Other securities	—	—	$1.0M	1.6%
Calvert Equity Fund I Calvert 0	Other securities	—	—	$895K	1.4%
American Funds Capital World Bond R5 American Funds 0	Other securities	—	—	$855K	1.4%
Vanguard Total Bond Market Index Adm Vanguard 0	Other securities	—	—	$715K	1.2%
American Funds Trgt Date Ret 2060 R6 American Funds 0	Other securities	—	—	$625K	1.0%
PGIM Total Return Bond R6 PGIM 0	Other securities	—	—	$616K	1.0%
Schwab International Index Select Schwab 0	Other securities	—	—	$398K	0.6%
Standard Stable Asset Fund 2 Standard 0	Other securities	—	—	$397K	0.6%
Synthetic Cash Account Synthetic 0 439 Various Rates and Maturities Participant's Loan Account 0	Cash / Money Market	—	—	$309K	0.5%
American Funds Trgt Date Ret 2010 R6 American Funds 0 170 American Funds Trgt Date Ret 2015 R6 American Funds 0	Other securities	—	—	$191K	0.3%
Calvert Emerging Markets Equity Fund I Calvert 0	Other securities	—	—	$157K	0.3%
Calvert High Yield Bond Fund A Calvert 0	Other securities	—	—	$91K	0.1%
Calvert Small Cap Fund I Calvert 0	Other securities	—	—	$78K	0.1%
Contribution Account Ascensus Trust Company 0	Other securities	—	—	$2K	<0.1%