Original filing (PDF)20250924121155NAL0008118928001

VESTA CORPORATION

Name: VESTA CORPORATION — VESTA CORPORATION 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VESTA CORPORATION

Form 5500

FILING_RECEIVED

VESTA CORPORATION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

248

Accounts w/ balance

236

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

1 pooled trust

Schedule D

29 securities

funds · stocks · CUSIPs

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

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VESTA CORPORATION.

Plan sponsor

Name

VESTA CORPORATION

EIN

06-1512511

Address

175 POWDER FOREST DRIVE · WEATOGUE, CT · 06089

Phone

(860) 325-1725

Industry

Real Estatesee 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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEOER	$25K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA ADVISOR NETWORKS LLC	36-3258176	—	ADVISOR	$15K	—
STRATEGIC ADVISORS, INC

Investments

29 direct securities · 1 pooled fund· $9.2M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$8.6M

28 holdings

Common Collective Trust

$435K

1 holding

Cash / Money Market

$215K

1 holding

					% of plan
Fidelity Freedom Index 2040 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$1.8M	18.9%
Fidelity Freedom Index 2050 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$1.1M	12.1%
Fidelity Freedom Index 2025 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$1.1M	12.1%
Fidelity Freedom Index 2035 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$1.0M	11.0%
Fidelity Freedom Index 2045 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$694K	7.5%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$457K	4.9%
PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$435K	4.7%
Fidelity Freedom Index 2030 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$408K	4.4%
PGIM Total Return Bond Class R6 Fund Mutual fund	Other securities	—	—	$299K	3.2%
Fidelity Freedom Index 2020 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$230K	2.5%
Fidelity Blended Income Fund Interest-bearing cash	Cash / Money Market	—	—	$215K	2.3%
dates, secured by participant account balance	Other securities	—	—	$214K	2.3%
Fidelity Freedom Index 2060 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$211K	2.3%
Fidelity Freedom Index 2055 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$195K	2.1%
Fidelity Mid Cap Index Fund Mutual fund	Other securities	—	—	$176K	1.9%
AB Large Cap Growth Class Z Fund Mutual fund	Other securities	—	—	$169K	1.8%
Fidelity International Index Fund Mutual fund	Other securities	—	—	$157K	1.7%
Putnam Large Cap Value Class R6 Fund Mutual fund	Other securities	—	—	$84K	0.9%
American Century Emerging Markets Class R6 Fund Mutual fund	Other securities	—	—	$74K	0.8%
Fidelity Freedom Index 2015 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$44K	0.5%
Fidelity Small Cap Index Fund Mutual fund	Other securities	—	—	$31K	0.3%
BlackRock Mid-Cap Growth Equity Portfolio Class K Fund Mutual fund	Other securities	—	—	$25K	0.3%
Vanguard High Dividend Yield Index Fund Admiral Shares Mutual fund	Other securities	—	—	$25K	0.3%
Lord Abbett Developing Growth Class R6 Fund Mutual fund	Other securities	—	—	$11K	0.1%
PGIM High Yield Fund Class R6 Fund Mutual fund	Other securities	—	—	$11K	0.1%
Franklin International Growth Class R6 Fund Mutual fund	Other securities	—	—	$7K	<0.1%
DFA Inflation-Protected Securities Portfolio Institutional Class Fund Mutual fund	Other securities	—	—	$4K	<0.1%
Fidelity Freedom Index 2065 Institutional Premium Class Fund Mutual fund	Other securities	—	—	$2K	<0.1%
PIMCO International Bond (U.S. Dollar-Hedged) Class I-2 Fund Mutual fund	Other securities	—	—	$2K	<0.1%
DFA Real Estate Securities Portfolio Institutional Class Fund Mutual fund	Other securities	—	—	$2K	<0.1%