LISA Moore signed Verge Mobile LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verge Mobile LLC's EIN is 20-8356509.
Download the official 2024 Form 5500 (PDF) for Verge Mobile LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verge Mobile LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR | 36-3297908 | — | NONE | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 71-0294708 | HOUSTON, TX | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MAP VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2.7M | 92.4% | |
| Voya Index Solution 2065 P Z | Other securities | — | — | $652K | 22.6% | |
| Voya Index Solution 2060 P Z | Other securities | — | — | $567K | 19.7% | |
| Voya Index Solution 2055 P Z | Other securities | — | — | $341K | 11.8% | |
| Voya Index Solution 2035 P Z | Other securities | — | — | $200K | 6.9% | |
| Voya Index Solution 2050 P Z | Other securities | — | — | $195K | 6.8% | |
| s * Voya Fixed Account | Guaranteed Income / GIC | — | — | $194K | 6.7% | |
| Voya Index Solution 2040 P Z | Other securities | — | — | $176K | 6.1% | |
| Voya Index Solution 2045 P Z | Other securities | — | — | $140K | 4.9% | |
| Voya Government Money Market Fund A | Cash / Money Market | — | — | $59K | 2.1% | |
| Voya PGIM High Yield Fund R6 ** 910 * Voya Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $56K | 1.9% | |
| Voya American Funds AMCAP Fund R6 | Mutual Funds | — | — | $49K | 1.7% | |
| Voya Vanguard Mid-Cap Index Fund Adm | Common Collective Trusts | — | — | $41K | 1.4% | |
| Voya JP Morgan Equity Income Fund R6 | Other securities | — | — | $35K | 1.2% | |
| Voya Vanguard Balanced Index Fund Adm | Common Collective Trusts | — | — | $28K | 1.0% | |
| 10.50% with various maturity dates | Bonds / Notes | — | — | $27K | 0.9% | |
| Voya Index Solution 2030 P Z | Other securities | — | — | $26K | 0.9% | |
| Voya Vanguard Tot Int Stock In F Adm | Mutual Funds | — | — | $18K | 0.6% | |
| Voya MFS Mid Cap Value Fund R6 ** 959 * Voya Neuberg Berm Mid-Cap Growth Fund R6 | Mutual Funds | — | — | $17K | 0.6% | |
| Voya Vanguard Small-Cap Index Fund Adm | Common Collective Trusts | — | — | $17K | 0.6% | |
| Voya American Funds Am Balanced R6 | Mutual Funds | — | — | $14K | 0.5% | |
| Voya Index Solution 2025 P Z | Other securities | — | — | $9K | 0.3% | |
| s * Voya AllianceBernstein Global Bond Fund Z | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| Voya American Funds New Perspective R6 | Mutual Funds | — | — | $5K | 0.2% | |
| Voya American Funds New World R6 | Mutual Funds | — | — | $4K | 0.1% | |
| Voya American Funds EuroPacific R6 ** 371 * Voya American Funds Fundamental Inv R6 | Mutual Funds | — | — | $2K | <0.1% | |
| Voya ClrBrg Small Cap Growth Fund IS ** 127 * Voya DFA Global Real Est Sec Pt Ins ** 98 * Voya DFA Inflation-Protected Sec Port Ins ** 168 * Voya DFA US Targeted Vl Port Ins | Mutual Funds | — | — | $2K | <0.1% | |
| Voya Index Solution Inc P Z | Common Stocks | — | — | $1K | <0.1% |
