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Original filing (PDF)20250724095926NAL0002545955001
VERINT SYSTEMS INC.
Form 5500
FILING_RECEIVED
VERINT SYSTEMS INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,385
Accounts w/ balance
2,205
Plan assets (EOY)
$415.4M
Net assets (EOY)
$415.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERINT SYSTEMS INC..
Plan sponsor
Name
VERINT SYSTEMS INC.
EIN
11-3200514
Address
225 BROADHOLLOW ROAD · SUITE 130 · MELVILLE, NY · 11747
Phone
(631) 962-9600
Industry
Information / Tech / Mediasee 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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BORIS BENIC AND ASSOCIATES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $84K | — |
| CURCIO WEBB | 36-4171366 | — | CONSULTANT | $15K | — |
Investments
36 direct securities · 1 pooled fund· $419.4M(100% 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.
Uncategorized
$413.0M
36 holdings
Common Collective Trust
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index | — | — | — | $55.5M | 13.4% | |
| Fidelity Investments ContraFund K | — | — | — | $44.6M | 10.7% | |
| Fidelity Investments OTC K | — | — | — | $38.6M | 9.3% | |
| Fidelity Investments Freedom 2035 K6 | — | — | — | $25.0M | 6.0% | |
| Fidelity Investments Freedom 2040 K6 | — | — | — | $23.4M | 5.6% | |
| Fidelity Investments Freedom 2030 K6 | — | — | — | $20.8M | 5.0% | |
| Fidelity Investments Freedom 2045 K6 | — | — | — | $19.5M | 4.7% | |
| Fidelity Investments Freedom 2050 K6 | — | — | — | $12.3M | 3.0% | |
| Fidelity Investments Fidelity Government Money Market | — | — | — | $12.0M | 2.9% | |
| Fidelity Investments International Capital Appreciation | — | — | — | $11.6M | 2.8% | |
| Fidelity Investments Freedom 2025 K6 | — | — | — | $11.0M | 2.6% | |
| Fidelity Investments Leveraged Company Stock K | — | — | — | $10.8M | 2.6% | |
| Mainstay Large Cap Growth Fund | — | — | — | $10.6M | 2.6% | |
| JP Morgan Equity Income R6 | — | — | — | $10.5M | 2.5% | |
| Fidelity Investments Large Cap Stock | — | — | — | $10.0M | 2.4% | |
| Loomis Core Plus Bond | — | — | — | $8.9M | 2.1% | |
| Fidelity Investments Mid Cap Index | — | — | — | $8.2M | 2.0% | |
| Fidelity Investments International Index | — | — | — | $8.1M | 1.9% | |
| Fidelity Investments Capital & Income | — | — | — | $7.1M | 1.7% | |
| Fidelity Investments Managed Income Portfolio CL 1 | — | — | — | $6.4M | 1.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.4M | 1.5% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $6.4M | 1.5% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $6.3M | 1.5% | |
| Fidelity Investments US Bond Index | — | — | — | $6.2M | 1.5% | |
| Allspring Small Company Growth Fund | — | — | — | $6.0M | 1.4% | |
| Fidelity Investments Freedom 2055 K6 | — | — | — | $5.9M | 1.4% | |
| Invesco EQV Emerging Mtks All Cap R6 | — | — | — | $4.5M | 1.1% | |
| Oakmark Equity & Income Fund | — | — | — | $4.5M | 1.1% | |
| Fidelity Investments Small Cap Index | — | — | — | $4.3M | 1.0% | |
| Participant loans Various participant loans – Interest rates - 0 - | — | — | — | $3.4M | 0.8% | |
| Fidelity Investments Freedom 2020 K6 | — | — | — | $3.1M | 0.8% | |
| Fidelity Investments Freedom 2060 K6 | — | — | — | $2.6M | 0.6% | |
| American Century Small Cap Value Fund | — | — | — | $2.4M | 0.6% | |
| Fidelity Investments Freedom 2015 K6 | — | — | — | $854K | 0.2% | |
| Fidelity Investments Freedom 2065 K6 | — | — | — | $742K | 0.2% | |
| Fidelity Investments Freedom Income K6 | — | — | — | $502K | 0.1% | |
| Fidelity Investments Freedom 2010 K6 | — | — | — | $186K | <0.1% |
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