How big is VRX, Inc.'s plan?

VRX, Inc.'s plan reported $11.2M in assets and 197 participants for 2024.

Original filing (PDF)20251015142003NAL0002559059001

VRX, Inc.

Name: VRX, Inc. — VRX, Inc. Retirement Trust, Form 5500 (2024)
Creator: VRX, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

VRX, Inc. Retirement Trust

401(k) retirement plan · VRX, Inc.'s VRX, Inc. Retirement Trust held $11.2M in plan assets for 197 participants in 2024, with Decimal, Inc. as recordkeeper.

Signals · 1

36% in single holding

Active participants

197

Accounts w/ balance

222

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

People on this filing

Wendy Madden signed VRX, Inc.'s 2024 Form 5500 as plan administrator.

Wendy Madden — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

VRX, Inc.'s EIN is 20-0216853.

EIN 20-0216853

Plan number 001

Plan year 2024

ACK ID 20251015142003NAL0002559059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VRX, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VRX, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

41 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

Plan sponsor

Name

VRX, INC.

EIN

all filings

Address

2500 N DALLAS PARKWAY 450 · PLANO, TX · 75093

Phone

(972) 309-9700

Industry

Engineering Services· Professional & Technical Services

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

2025-10-15

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)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
DECIMAL, INC.	—	SAN FRANCISCO, CA	THIRD-PARTY RECORDKEEPER	$20K	—

Investments

41 direct securities· $10.8M(96% of reported assets)

Mutual Funds

$5.7M

12 holdings

Other securities

$3.6M

23 holdings

Common Collective Trusts

$1.1M

4 holdings

Cash / Money Market

$338K

1 holding

U.S. Treasuries

$11K

1 holding

					% of plan
Schwab Investor Money Fund Money market fund	Mutual Funds	—	—	$3.8M	34.2%
Schwab S&P 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$1.0M	8.9%
Jensen Quality Growth Fund Class J Mutual fund	Other securities	—	—	$768K	6.8%
Schwab Health Care Fund Mutual fund	Mutual Funds	—	—	$553K	4.9%
Transamerica US Growth Class A Mutual fund	Other securities	—	—	$392K	3.5%
Schwab Target 2030 Fund Mutual fund	Mutual Funds	—	—	$384K	3.4%
Calvert Equity Fund Class A Mutual fund	Other securities	—	—	$352K	3.1%
Cash	Cash / Money Market	—	—	$338K	3.0%
Schwab Target 2040 Fund Mutual fund	Mutual Funds	—	—	$319K	2.8%
American Beacon Large Cap Value Fund Mutual fund	Other securities	—	—	$250K	2.2%
Wells Fargo Special Mid Cap Value Fund Class A Mutual fund	Other securities	—	—	$249K	2.2%
American Century Heritage Fund Mutual fund	Other securities	—	—	$192K	1.7%
Schwab MarketTrack Growth Portfolio Mutual fund	Mutual Funds	—	—	$183K	1.6%
maturing through December 2028	Other securities	—	—	$177K	1.6%
Baron Small Cap Fund Mutual fund	Other securities	—	—	$175K	1.6%
Calamos Growth Fund Class A Mutual fund	Other securities	—	—	$168K	1.5%
BlackRock LifePath® Dyn 2040 Fund Mutual fund	Other securities	—	—	$164K	1.5%
American Century Equity Income Fund Mutual fund	Other securities	—	—	$144K	1.3%
Buffalo Small Cap Fund Mutual fund	Other securities	—	—	$144K	1.3%
Cohen & Steers Realty Shares L Mutual fund	Other securities	—	—	$136K	1.2%
Dreyfus Bond Market Index Bond fund 47 JPMorgan Core Bond I Bond fund	Mutual Funds	—	—	$114K	1.0%
Oakmark International Fund Mutual fund	Other securities	—	—	$112K	1.0%
PIMCO Total Return Fund Class A Mutual fund	Mutual Funds	—	—	$110K	1.0%
Schwab MarketTrack All Equity Portfolio Mutual fund	Mutual Funds	—	—	$92K	0.8%
Artisan International Fund Mutual fund	Other securities	—	—	$46K	0.4%
BNY Mellon Small Cap Stock Index Fund Mutual fund	Common Collective Trusts	—	—	$41K	0.4%
Domini Impact Equity Fund Mutual fund	Other securities	—	—	$34K	0.3%
Harbor International Fund Mutual fund	Other securities	—	—	$30K	0.3%
Northern Small Cap Value Fund Mutual fund	Other securities	—	—	$29K	0.3%
Schwab MarketTrack Conservative Portfolio Mutual fund	Mutual Funds	—	—	$29K	0.3%
Ariel Fund Mutual fund	Other securities	—	—	$28K	0.2%
BNY Mellon International Stock Index Fund Mutual fund	Common Collective Trusts	—	—	$25K	0.2%
Schwab MarketTrack Balanced Portfolio Mutual fund	Mutual Funds	—	—	$25K	0.2%
BNY Mellon MidCap Index Fund Mutual fund	Common Collective Trusts	—	—	$24K	0.2%
BlackRock LifePath® Dyn 2030 Fund Mutual fund	Other securities	—	—	$24K	0.2%
Schwab Target 2010 Fund Mutual fund	Mutual Funds	—	—	$22K	0.2%
Parnassus Fixed Income Fund Mutual fund	Other securities	—	—	$16K	0.1%
Schwab Target 2020 Fund Mutual fund	Mutual Funds	—	—	$13K	0.1%
BlackRock LifePath® Dyn Retirement Fund Mutual fund	Other securities	—	—	$11K	<0.1%
American Century Government Bond fund	U.S. Treasuries	—	—	$11K	<0.1%
Pax Balanced Individual Fund Mutual fund	Other securities	—	—	$6K	<0.1%