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Original filing (PDF)20251009121345NAL0006554609001
VT SERVICES INC.
Form 5500
FILING_RECEIVED
VT GROUP U.S. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,336
Accounts w/ balance
2,118
Plan assets (EOY)
$176.0M
Net assets (EOY)
$176.0M
How this plan invests
This plan
5 pooled trusts
Schedule D
35 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 127% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VT SERVICES INC..
Plan sponsor
Name
VT SERVICES INC.
EIN
20-3786363
Address
14291 PARK MEADOW DRIVE · CHANTILLY, VA · 20151
Phone
(571) 375-2414
Industry
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $399K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN | 22-2428965 | — | ACCOUNTANT | $0 | — |
Investments
30 direct securities · 5 pooled funds· $176.0M(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.
Uncategorized
$135.4M
30 holdings
Pooled Separate Account
$31.1M
3 holdings
Common Collective Trust
$9.4M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $19.2M | 10.9% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $17.3M | 9.8% | |
| CORE BOND II MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 182 | Pooled Separate Account | — | — | $13.3M | 7.5% | |
| American Funds Target Date Retirement 2030 R6 Fund Mutual Fund | — | — | — | $13.0M | 7.4% | |
| American Funds Target Date Retirement 2035 R6 Fund Mutual Fund | — | — | — | $11.3M | 6.4% | |
| American Funds Target Date Retirement 2025 R6 Fund Mutual Fund | — | — | — | $10.0M | 5.7% | |
| American Funds Target Date Retirement 2050 R6 Fund Mutual Fund | — | — | — | $9.7M | 5.5% | |
| American Funds Target Date Retirement 2040 R6 Fund Mutual Fund | — | — | — | $9.3M | 5.3% | |
| American Funds Target Date Retirement 2045 R6 Fund Mutual Fund | — | — | — | $8.7M | 5.0% | |
| American Funds Target Date Retirement 2055 R6 Fund Mutual Fund | — | — | — | $8.1M | 4.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.5M | 3.1% | |
| American Funds Target Date Retirement 2020 R6 Fund Mutual Fund | — | — | — | $4.7M | 2.7% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $4.4M | 2.5% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $4.4M | 2.5% | |
| MFS International Growth R6 Fund Mutual Fund | — | — | — | $4.0M | 2.3% | |
| American Funds Target Date Retirement 2060 R6 Fund Mutual Fund | — | — | — | $3.9M | 2.2% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $3.9M | 2.2% | |
| Delaware Ivy Systems Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $3.5M | 2.0% | |
| Columbia Balanced I3 Fund Mutual Fund | — | — | — | $3.2M | 1.8% | |
| Vanguard Information Tech Index Admiral Fund Mutual Fund | — | — | — | $2.3M | 1.3% | |
| Janus Henderson Venture N Fund Mutual Fund | — | — | — | $2.0M | 1.1% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $1.9M | 1.1% | |
| Participant loans Interest rates from 4.25% to 9.50% $- | — | — | — | $1.8M | 1.0% | |
| American Funds Target Date Retirement 2065 R6 Fund Mutual Fund | — | — | — | $1.8M | 1.0% | |
| Allspring Special Small Cap Value R6 Fund Mutual Fund | — | — | — | $1.5M | 0.8% | |
| Nuveen Real Estate Securities R6 Fund Mutual Fund | — | — | — | $1.2M | 0.7% | |
| American Funds Target Date Retirement 2010 R6 Fund Mutual Fund | — | — | — | $1.0M | 0.6% | |
| Delaware Ivy Systems Emerging Markets Equity R6 Fund Mutual Fund | — | — | — | $977K | 0.6% | |
| American Funds Target Date Retirement 2015 R6 Fund Mutual Fund | — | — | — | $951K | 0.5% | |
| JP Morgan Government Bond R6 Fund Mutual Fund | — | — | — | $943K | 0.5% | |
| Vanguard Global Equity Investor Fund Mutual Fund | — | — | — | $744K | 0.4% | |
| PIMCO Diversified Income I-2 Mutual Fund | — | — | — | $692K | 0.4% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $595K | 0.3% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $195K | 0.1% | |
| American Funds Target Date Retirement 2070 R6 Fund Mutual Fund | — | — | — | $1K | <0.1% |