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Original filing (PDF)20251014075855NAL0001093747001
VETERANS ENTERPRISE TECHNOLOGY SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
VETS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
55
Accounts w/ balance
154
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: VOYA RETIREMENT INS & ANNUITY CO (no filing on disk)]" is 100% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERANS ENTERPRISE TECHNOLOGY SOLUTIONS, INC..
Plan sponsor
Name
VETERANS ENTERPRISE TECHNOLOGY SOLUTIONS, INC.
EIN
20-2667870
Address
134 COMMERCE DRIVE · CLARKSVILLE, VA · 23927
Phone
(434) 374-5899
Industry
Engineering Services· 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
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)
Auditor
BROWN, EDWARDS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | HOUSTON, TX | THIRD PARTY ADMIN | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | SERVICE PROVIDER | $0 | — |
Investments
1 pooled fund· $6.1M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANNUITY CO VOYA RIAC SEPARATE ACCOUNT C · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.1M | 96.8% |
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