Jarod Osborn signed Veracity Consulting, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veracity Consulting, Inc.'s EIN is 20-5533502.
Download the official 2022 Form 5500 (PDF) for Veracity Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Veracity Consulting, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $2.7M | 61.3% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.7M | 37.8% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $584K | 13.3% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $580K | 13.2% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $554K | 12.6% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $356K | 8.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $202K | 4.6% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $175K | 4.0% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $128K | 2.9% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $48K | 1.1% | |
| [Assets held in participant loans] | Other | — | — | $38K | 0.9% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $33K | 0.8% | |
| PGIM TOTAL RETURN FUND CIT FEE CLAS AST WILMINGTON TRUST · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $21K | 0.5% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $8K | 0.2% | |
| PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $574 | <0.1% |
| LOCKTON INVESTMENT ADVISORS, LLC |
| — |
| KANSAS CITY, MO |
| INVESTMENT ADVISOR |
| $9K |
| — |
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $6K | — |
