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Original filing (PDF)20260203155037NAL0003028672001
VERITIV OPERATING COMPANY
Form 5500
FILING_RECEIVED
VERITIV RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.6 mo26% in single holdingNo recordkeeper disclosed
Active participants
3,631
Accounts w/ balance
5,547
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
16 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
90
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- Top holding "Vanguard Institutional 500 Index Trust 2,786,567 #" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERITIV OPERATING COMPANY.
Plan sponsor
Name
VERITIV OPERATING COMPANY
EIN
13-5369500
Address
1000 ABERNATHY RD. NE BUILDING 400 · ATLANTA, GA · 30328
Phone
(770) 391-8200
Industry
Wholesale Tradesee all
Plan administrator
Name
VERITIV BENEFIT COMMITTEE
EIN
46-4663631
City
ATLANTA, GA
Phone
(770) 447-9000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $279K | — |
| AON | 36-3109431 | — | NONE | $75K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $55K | — |
| BENNETT THRASHER | 58-1673613 | — | NONE | $29K | — |
| SEYFARTH SHAW | 36-2152202 | — | NONE | $15K | — |
Investments
5 direct securities · 16 pooled funds· $1.3B(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.
Common Collective Trust
$1.1B
16 holdings
Uncategorized
$191.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC INSTITUTIONAL 500 INDEX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $335.0M | 26.2% | |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $119.2M | 9.3% | |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $114.3M | 8.9% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $99.2M | 7.8% | |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $99.0M | 7.7% | |
| Vanguard Mid-Cap Index Fund Institutional Shares 927,804 # | — | — | — | $67.0M | 5.2% | |
| VFTC INSTL TOTAL BOND MKT IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $63.4M | 5.0% | |
| Vanguard Small-Cap Index Fund Institutional Shares 513,134 # | — | — | — | $59.1M | 4.6% | |
| VFTC INSTL TOT INTRNL STK MKT IDX T VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $59.1M | 4.6% | |
| Vanguard Brokerage Option Various # | — | — | — | $56.8M | 4.4% | |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $49.7M | 3.9% | |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $40.0M | 3.1% | |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $35.8M | 2.8% | |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $26.1M | 2.0% | |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $17.4M | 1.4% | |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $16.3M | 1.3% | |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.7% | |
| from January 1, 2025 to July 4, 2033 | — | — | — | $8.6M | 0.7% | |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| VANGUARD TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.1M | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares 150,366 # | — | — | — | $150K | <0.1% |