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Original filing (PDF)20250730113024NAL0002300051001
VERGE MOBILE LLC
Form 5500
FILING_RECEIVED
VERGE MOBILE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
916
Accounts w/ balance
2,468
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.8M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERGE MOBILE LLC.
Plan sponsor
Name
VERGE MOBILE LLC
EIN
20-8356509
Address
12000 WESTHEIMER ROAD, SUITE 230 · HOUSTON, TX · 77077
Phone
(281) 796-9393
Industry
Information / Tech / Mediasee 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
2025-07-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
JASON UNDERWOOD CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP OF HOUSTON | 71-0294708 | HOUSTON, TX | NONE | $0 | — |
| MORNINGSTAR | 36-3297908 | — | NONE | $0 | — |
| VOYA RETIREMENT INS AND ANNUITY CO. | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $5.5M(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
$2.7M
25 holdings
Pooled Separate Account
$2.7M
1 holding
Guaranteed Income / GIC
$194K
1 holding
Pooled Separate Accounts
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $652K | 22.6% | |
| Voya Index Solution 2060 P Z | — | — | — | $567K | 19.7% | |
| Voya Index Solution 2055 P Z | — | — | — | $341K | 11.8% | |
| Voya Index Solution 2035 P Z | — | — | — | $200K | 6.9% | |
| Voya Index Solution 2050 P Z | — | — | — | $195K | 6.8% | |
| s * Voya Fixed Account | Guaranteed Income / GIC | — | — | $194K | 6.7% | |
| Voya Index Solution 2040 P Z | — | — | — | $176K | 6.1% | |
| Voya Index Solution 2045 P Z | — | — | — | $140K | 4.9% | |
| Voya Government Money Market Fund A | — | — | — | $59K | 2.1% | |
| Voya PGIM High Yield Fund R6 ** 910 * Voya Vanguard 500 Index Fund Adm | — | — | — | $56K | 1.9% | |
| Voya American Funds AMCAP Fund R6 | — | — | — | $49K | 1.7% | |
| Voya Vanguard Mid-Cap Index Fund Adm | — | — | — | $41K | 1.4% | |
| Voya JP Morgan Equity Income Fund R6 | — | — | — | $35K | 1.2% | |
| Voya Vanguard Balanced Index Fund Adm | — | — | — | $28K | 1.0% | |
| 10.50% with various maturity dates | — | — | — | $27K | 0.9% | |
| Voya Index Solution 2030 P Z | — | — | — | $26K | 0.9% | |
| Voya Vanguard Tot Int Stock In F Adm | — | — | — | $18K | 0.6% | |
| Voya MFS Mid Cap Value Fund R6 ** 959 * Voya Neuberg Berm Mid-Cap Growth Fund R6 | — | — | — | $17K | 0.6% | |
| Voya Vanguard Small-Cap Index Fund Adm | — | — | — | $17K | 0.6% | |
| Voya American Funds Am Balanced R6 | — | — | — | $14K | 0.5% | |
| Voya Index Solution 2025 P Z | — | — | — | $9K | 0.3% | |
| s * Voya AllianceBernstein Global Bond Fund Z | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| Voya American Funds New Perspective R6 | — | — | — | $5K | 0.2% | |
| Voya American Funds New World R6 | — | — | — | $4K | 0.1% | |
| Voya American Funds EuroPacific R6 ** 371 * Voya American Funds Fundamental Inv R6 | — | — | — | $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 | — | — | — | $2K | <0.1% | |
| Voya Index Solution Inc P Z | — | — | — | $1K | <0.1% |
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