Scott Adams signed Verescence's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verescence's EIN is 23-2812719.
Download the official 2024 Form 5500 (PDF) for Verescence from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verescence's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $41K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $2.7M | 13.5% | |
| American Funds | Mutual Funds | — | — | $2.3M | 11.3% | |
| Fidelity Investments | Mutual Funds | — | — | $1.9M | 9.3% | |
| American Funds | Mutual Funds | — | — | $1.2M | 6.1% | |
| MFS | Mutual Funds | — | — | $1.2M | 5.9% | |
| American Funds | Mutual Funds | — | — | $1.1M | 5.7% | |
| American Funds | Mutual Funds | — | — | $1.1M | 5.3% | |
| American Funds | Mutual Funds | — | — | $1.0M | 5.0% | |
| Fidelity Investments | Mutual Funds | — | — | $924K | 4.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $853K | 4.2% | |
| Investco Discovery | Other securities | — | — | $780K | 3.8% | |
| Fidelity Investments | Mutual Funds | — | — | $607K | 3.0% | |
| American Funds | Mutual Funds | — | — | $562K | 2.8% | |
| Vanguard | Mutual Funds | — | — | $511K | 2.5% | |
| Notes Receivable from Participants | Other securities | — | — | $485K | 2.4% | |
| American Funds | Mutual Funds | — | — | $466K | 2.3% | |
| Federated Hermes Institutional | Other securities | — | — | $376K | 1.9% | |
| Investco Oppenheimer | Mutual Funds | — | — | $357K | 1.8% | |
| American Funds | Mutual Funds | — | — | $328K | 1.6% | |
| MFS | Mutual Funds | — | — | $319K | 1.6% | |
| Fidelity Investments | Mutual Funds | — | — | $269K | 1.3% | |
| Fidelity Investments | Mutual Funds | — | — | $236K | 1.2% | |
| American Funds | Mutual Funds | — | — | $190K | 0.9% | |
| Federated Hermes | Other securities | — | — | $139K | 0.7% | |
| American Funds | Mutual Funds | — | — | $120K | 0.6% | |
| American Beacon | Other securities | — | — | $66K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $55K | 0.3% | |
| American Funds | Mutual Funds | — | — | $27K | 0.1% | |
| Dimensional Fund Advisors | Mutual Funds | — | — | $24K | 0.1% | |
| Cohen & Steers | Other securities | — | — | $9K | <0.1% | |
| American Funds | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $5K |
| — |
