Julie Rose signed Varen Technologies, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Varen Technologies, Inc.'s EIN is 20-2866339.
Download the official 2023 Form 5500 (PDF) for Varen Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Varen Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA ADVISOR INC | 47-0648506 | — | ADVISOR | $42K | — |
| USI ADVISORS INC | 06-1397347 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 001 | Common Collective Trust | — | — | $6.3M | 13.1% | |
| FLEXPATH+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 001 | Common Collective Trust | — | — | $6.1M | 12.6% | |
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.1M | 10.6% | |
| FLEXPATH+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 001 | Common Collective Trust | — | — | $4.5M | 9.4% | |
| Fidelity Blue Chip Growth K6 Fund | Mutual Funds | — | — | $3.6M | 7.4% | |
| Vanguard Information Technology Index Adm Fund | Mutual Funds | — | — | $2.9M | 6.1% | |
| Common Collective Trust Funds * Fidelity Managed Income Portfolio Fund | Common Collective Trusts | — | — | $2.4M | 4.9% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.4M | 4.9% | |
| Vanguard Equity-Income Adm Fund | Mutual Funds | — | — | $2.3M | 4.9% | |
| FLEXPATH+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 001 | Common Collective Trust | — | — | $2.2M | 4.6% | |
| Great Gray Trust Company flexPATH Moderate Retirement Fund | Common Stocks | — | — | $2.1M | 4.4% | |
| FLEXPATH+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 001 | Common Collective Trust | — | — | $2.1M | 4.4% | |
| Vanguard Small Cap Value Index Adm Fund | Mutual Funds | — | — | $1.8M | 3.7% | |
| Fidelity Mid Cap Index Investor Fund | Mutual Funds | — | — | $1.4M | 2.8% | |
| DFA International Core Equity I Fund | Mutual Funds | — | — | $852K | 1.8% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $681K | 1.4% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $577K | 1.2% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $569K | 1.2% | |
| FLEXPATH+AGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 001 | Common Collective Trust | — | — | $554K | 1.2% | |
| DFA Inflation-Protected Securities Fund | Mutual Funds | — | — | $543K | 1.1% | |
| DFA Real Estate Securities Fund | Mutual Funds | — | — | $540K | 1.1% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $462K | 1.0% | |
| Fidelity Small Cap Index Institutional Fund | Mutual Funds | — | — | $416K | 0.9% | |
| FLEXPATH+AGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 001 | Common Collective Trust | — | — | $320K | 0.7% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $281K | 0.6% | |
| Lord Abbett High Yield R6 Fund | Mutual Funds | — | — | $270K | 0.6% | |
| maturing through August 2030 | Other securities | — | — | $266K | 0.6% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $236K | 0.5% | |
| FLEXPATH+CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 001 | Common Collective Trust | — | — | $203K | 0.4% | |
| FLEXPATH+AGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 001 | Common Collective Trust | — | — | $197K | 0.4% | |
| FLEXPATH+AGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 001 | Common Collective Trust | — | — | $146K | 0.3% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $121K | 0.3% | |
| FLEXPATH+CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 001 | Common Collective Trust | — | — | $102K | 0.2% | |
| Great Gray Trust Company flexPATH Conservative Retirement Fund | Common Stocks | — | — | $30K | <0.1% | |
| FLEXPATH+CON RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 001 | Common Collective Trust | — | — | $30K | <0.1% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $28K | <0.1% | |
| FLEXPATH+CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 001 | Common Collective Trust | — | — | $18K | <0.1% | |
| Money Market Fund * Fidelity Government Money Market Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Alliance Bernstein Global Bond Z Fund | Mutual Funds | — | — | $12K | <0.1% | |
| FLEXPATH+CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH+AGR RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| FLEXPATH+MOD 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2055 I1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2045 I1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON RET I1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+MOD 2025 I1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $6K |
| — |
