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Original filing (PDF)20251014124604NAL0003969984001
VERESCENCE
Form 5500
FILING_RECEIVED
THE VERESCENCE 401K PLAN
401(k) retirement plan
Active participants
444
Accounts w/ balance
373
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERESCENCE.
Plan sponsor
Name
VERESCENCE
EIN
23-2812719
Address
9141 TECHNOLOGY DRIVE NE · COVINGTON, GA · 30014
Phone
(678) 427-4606
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CATRAKILIS KRAITZICK HRABOVA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
31 direct securities · 1 pooled fund· $20.3M(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
$19.4M
31 holdings
Common Collective Trust
$853K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds | — | — | — | $2.7M | 13.5% | |
| American Funds | — | — | — | $2.3M | 11.3% | |
| Fidelity Investments | — | — | — | $1.9M | 9.3% | |
| American Funds | — | — | — | $1.2M | 6.1% | |
| MFS | — | — | — | $1.2M | 5.9% | |
| American Funds | — | — | — | $1.1M | 5.7% | |
| American Funds | — | — | — | $1.1M | 5.3% | |
| American Funds | — | — | — | $1.0M | 5.0% | |
| Fidelity Investments | — | — | — | $924K | 4.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $853K | 4.2% | |
| Investco Discovery | — | — | — | $780K | 3.8% | |
| Fidelity Investments | — | — | — | $607K | 3.0% | |
| American Funds | — | — | — | $562K | 2.8% | |
| Vanguard | — | — | — | $511K | 2.5% | |
| Notes Receivable from Participants | — | — | — | $485K | 2.4% | |
| American Funds | — | — | — | $466K | 2.3% | |
| Federated Hermes Institutional | — | — | — | $376K | 1.9% | |
| Investco Oppenheimer | — | — | — | $357K | 1.8% | |
| American Funds | — | — | — | $328K | 1.6% | |
| MFS | — | — | — | $319K | 1.6% | |
| Fidelity Investments | — | — | — | $269K | 1.3% | |
| Fidelity Investments | — | — | — | $236K | 1.2% | |
| American Funds | — | — | — | $190K | 0.9% | |
| Federated Hermes | — | — | — | $139K | 0.7% | |
| American Funds | — | — | — | $120K | 0.6% | |
| American Beacon | — | — | — | $66K | 0.3% | |
| Fidelity Investments | — | — | — | $55K | 0.3% | |
| American Funds | — | — | — | $27K | 0.1% | |
| Dimensional Fund Advisors | — | — | — | $24K | 0.1% | |
| Cohen & Steers | — | — | — | $9K | <0.1% | |
| American Funds | — | — | — | $7K | <0.1% | |
| American Funds | — | — | — | $6K | <0.1% |
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