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Original filing (PDF)20251015160632NAL0010207154001
VERIS RESIDENTIAL, INC.
Form 5500
FILING_RECEIVED
VERIS RESIDENTIAL, INC. 401(K) SAVINGS/RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
185
Accounts w/ balance
424
Plan assets (EOY)
$58.5M
Net assets (EOY)
$58.5M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERIS RESIDENTIAL, INC..
Plan sponsor
Name
VERIS RESIDENTIAL, INC.
EIN
22-3305147
Address
210 HUDSON STREET · SUITE 400 · JERSEY CITY, NJ · 07311
Phone
(732) 590-1000
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC INSTITUTIONAL ASSET MANAGEMENT | 22-1146430 | — | ADVISOR | $34K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $17K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $24K | — |
Investments
25 direct securities· $58.5M(100% of reported assets)
Uncategorized
$58.0M
24 holdings
Mutual Funds
$462K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America R6 - | — | — | — | $10.9M | 18.7% | |
| American Funds American Funds 2040 Target Date - | — | — | — | $6.5M | 11.1% | |
| American Funds American Funds 2050 Target Date - | — | — | — | $5.8M | 9.8% | |
| American Funds American Funds 2030 Target Date - | — | — | — | $5.5M | 9.5% | |
| Vanguard Treasury Money Market | — | — | — | $4.5M | 7.6% | |
| Vanguard Balanced Index Admiral - | — | — | — | $3.2M | 5.4% | |
| American Funds American Funds 2020 Target Date - | — | — | — | $3.0M | 5.2% | |
| American Funds Am Fundamental Investors R6 - | — | — | — | $2.8M | 4.8% | |
| Vanguard 500 Index Admiral - | — | — | — | $2.0M | 3.4% | |
| Janus Henderson Enterprise N - | — | — | — | $1.9M | 3.3% | |
| Vanguard Value Index Admiral - | — | — | — | $1.8M | 3.0% | |
| Pioneer Bond Fund K - | — | — | — | $1.6M | 2.7% | |
| Vanguard Total World Stock Index I - | — | — | — | $1.5M | 2.5% | |
| American Funds American Funds 2060 Target Date - | — | — | — | $1.5M | 2.5% | |
| Vanguard Growth Index Admiral - | — | — | — | $1.4M | 2.5% | |
| Vanguard Small Cap Index Admiral - | — | — | — | $1.4M | 2.4% | |
| Fidelity Small Cap Growth Z - | — | — | — | $775K | 1.3% | |
| JP Morgan JP Morgan Equity Income R6 - | — | — | — | $681K | 1.2% | |
| S American Funds Am EuroPacific Growth R6 - | Mutual Funds | — | — | $462K | 0.8% | |
| Vanguard REIT Index Admiral - | — | — | — | $429K | 0.7% | |
| Prudential PGIM High-Yield R6 - | — | — | — | $331K | 0.6% | |
| Notes Receivable from 5.25% - 10.50% maturing through 2029 - | — | — | — | $224K | 0.4% | |
| American Funds American Funds New World R6 - | — | — | — | $177K | 0.3% | |
| American Funds American Funds 2010 Target Date - | — | — | — | $103K | 0.2% | |
| Vanguard Total Bond Market IX Admiral - | — | — | — | $50K | <0.1% |