How big is VARI Corporation's plan?

VARI Corporation's plan reported $16.2M in assets and 169 participants for 2024.

Original filing (PDF)20260219140442NAL0011379618001

VARI Corporation

Name: VARI Corporation — VARI Corporation 401(k) Plan, Form 5500 (2024)
Creator: VARI Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

VARI Corporation 401(k) Plan

401(k) retirement plan · VARI Corporation's VARI Corporation 401(k) Plan held $16.2M in plan assets for 169 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Late filing · 3.1 mo

Active participants

169

Accounts w/ balance

213

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

Plan identifiers

VARI Corporation's EIN is 23-2106519.

EIN 23-2106519

Plan number 002

Plan year 2024

ACK ID 20260219140442NAL0011379618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VARI Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VARI Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VARI CORPORATION.

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How this plan invests

This plan

1 pooled trust

Schedule D

57 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.1 months past the 10.5-month grace window.

Plan sponsor

Name

VARI CORPORATION

EIN

all filings

Address

390 OLD READING PIKE · POTTSTOWN, PA · 19464

Phone

(610) 970-2800

Industry

Manufacturing

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

2026-02-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE LIFE INSURANCE CO	—	COLUMBUS, OH	NONE	$22K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES	—	AUSTIN, TX	NONE	$48K	—
TYCOR BENEFIT ADMINISTRATORS, INC.	—

Investments

57 direct securities · 1 pooled fund· $16.1M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$10.1M

25 holdings

Common Collective Trusts

$2.6M

4 holdings

Other securities

$2.5M

26 holdings

Common Stocks

$770K

1 holding

Bonds / Notes

$129K

1 holding

Pooled Separate Account

$19K

1 holding

					% of plan
American Funds 2030 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$2.7M	16.5%
American Funds 2025 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$2.3M	13.9%
American Funds 2035 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$1.7M	10.3%
Vanguard 500 Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$1.4M	8.9%
Nationwide Fixed Select Option Group Annuity Contract	Common Stocks	—	—	$770K	4.8%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$686K	4.2%
Vanguard Mid Cap Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$539K	3.3%
American Funds 2040 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$458K	2.8%
American Funds 2020 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$442K	2.7%
Vanguard Small Cap Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$412K	2.5%
Vanguard Total Intl. Stock Index Adm Mutual Fund	Mutual Funds	—	—	$406K	2.5%
American Funds 2050 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$400K	2.5%
JPMorgan U.S. Research Enhanced Equity Mutual Fund	Other securities	—	—	$274K	1.7%
American Funds 2055 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$255K	1.6%
American Funds EuroPacific Growth R6 Mutual Fund	Mutual Funds	—	—	$241K	1.5%
American Funds 2045 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$232K	1.4%
Allspring Special Mid Cap Value Fund Inst. Class Mutual Fund	Other securities	—	—	$192K	1.2%
Baron Discovery Inst Mutual Fund	Other securities	—	—	$170K	1.0%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$159K	1.0%
Vanguard Intermediate-Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$136K	0.8%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$134K	0.8%
Participant Loans Interest rate: 4.25% - 9.50% - 0 -	Bonds / Notes	—	—	$129K	0.8%
Vanguard Equity Income Adm Mutual Fund	Mutual Funds	—	—	$126K	0.8%
Federated Hermes Government Obligations Prmr Mutual Fund	Other securities	—	—	$121K	0.8%
BlackRock 60/40 Target Allocation Mutual Fund	Other securities	—	—	$114K	0.7%
MFS Mid Cap Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$109K	0.7%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$105K	0.6%
Metropolitan West Total Return Bond I Mutual Fund	Other securities	—	—	$101K	0.6%
Nationwide Loomis All Cap Growth R6 Mutual Fund	Other securities	—	—	$88K	0.5%
Goldman Sachs GQG Partners Intl. Opp. R6 Mutual Fund	Other securities	—	—	$86K	0.5%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$84K	0.5%
Dodge & Cox International Stock I Mutual Fund	Mutual Funds	—	—	$84K	0.5%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$82K	0.5%
Avantis U.S. Large Cap Value Inst. Mutual Fund	Other securities	—	—	$79K	0.5%
American Funds 2060 Target Date Retirement Mutual Fund	Mutual Funds	—	—	$75K	0.5%
Nationwide Investor Destinations Aggressive R6 Mutual Fund	Other securities	—	—	$74K	0.5%
Nationwide Investor Destinations Conservative R6 Mutual Fund	Other securities	—	—	$67K	0.4%
JPMorgan Equity Income R5 Mutual Fund	Other securities	—	—	$62K	0.4%
BlackRock High Yield Bond Portfolio Mutual Fund	Other securities	—	—	$62K	0.4%
PGIM Total Return Bond R6 Mutual Fund	Other securities	—	—	$62K	0.4%
Principal Global Real Estate Securities R6 Mutual Fund	Other securities	—	—	$44K	0.3%
Diamond Hill Mid Cap I Mutual Fund	Other securities	—	—	$36K	0.2%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$35K	0.2%
DFA Emerging Markets Core Equity Inst. Mutual Fund	Mutual Funds	—	—	$33K	0.2%
PIMCO Real Return Fund Inst Mutual Fund	Mutual Funds	—	—	$32K	0.2%
Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund	Other securities	—	—	$29K	0.2%
BlackRock Total Return K Mutual Fund	Other securities	—	—	$24K	0.1%
Avantis U.S. Small Cap Value Inst. Mutual Fund	Other securities	—	—	$22K	0.1%
Vanguard Explorer Adm Mutual Fund	Mutual Funds	—	—	$22K	0.1%
Nationwide Investor Destinations Moderately Aggressive R6 Mutual Fund	Other securities	—	—	$20K	0.1%