Janel Oconnor signed Veritext LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veritext LLC's EIN is 20-3132569.
Download the official 2024 Form 5500 (PDF) for Veritext LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veritext LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $207K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $10.5M | 10.3% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $9.6M | 9.4% | |
| PGIM Jennison Growth R6 Fund Mutual Fund a | Other securities | — | — | $8.9M | 8.7% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $8.8M | 8.6% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $8.1M | 7.9% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $7.6M | 7.5% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.6M | 7.4% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $5.5M | 5.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $5.4M | 5.2% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.2% | |
| Principal Global Investors Equity Income Inst Fund Mutual Fund a | Other securities | — | — | $3.2M | 3.1% | |
| Dodge & Cox Income Fund Mutual Fund a | Mutual Funds | — | — | $2.7M | 2.6% | |
| AB/Brown/Emerald SmallCap Growth 1 R6 Fund+ Mutual Fund a | Other securities | — | — | $2.7M | 2.6% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.3M | 2.2% | |
| Victory Sycamore Established Value R6 Fund Mutual Fund a | Other securities | — | — | $1.8M | 1.8% | |
| 10.50% Maturing through December 2029 | Bonds / Notes | — | — | $1.8M | 1.8% | |
| Vanguard Mid Cap Growth Index Admiral Fund Mutual Fund a | Mutual Funds | — | — | $1.7M | 1.7% | |
| Fidelity Advisor Small Cap Value 1 Fund Mutual Fund a | Mutual Funds | — | — | $1.5M | 1.5% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.5M | 1.5% | |
| BlackRock High Yield Bond K Fund Mutual Fund a | Other securities | — | — | $807K | 0.8% | |
| Vanguard Inflation-Protected Securities Admiral Fund Mutual Fund a | Mutual Funds | — | — | $683K | 0.7% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $663K | 0.6% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $491K | 0.5% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $483K | 0.5% | |
| Fidelity Emerging Markets Index Fund Mutual Fund a | Common Collective Trusts | — | — | $416K | 0.4% | |
| PIMCO International Bond (US Dollar-Hedged) 1 Fund Mutual Fund a | Mutual Funds | — | — | $299K | 0.3% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $135K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
