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Original filing (PDF)20250626135720NAL0005185763001
VERINEXT CORP.
Form 5500
FILING_RECEIVED
VERINEXT CORP. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
276
Accounts w/ balance
400
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERINEXT CORP..
Plan sponsor
Name
VERINEXT CORP.
EIN
23-3024532
Address
510 TOWNSHIP LINE ROAD · SUITE 120 · BLUE BELL, PA · 19422
Phone
(610) 721-8397
Industry
Professional & Technical Servicessee 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
2025-06-26
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
ANTHONY M PONTARELLI, CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP, INC | 23-2739506 | — | NONE | $108K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $43K | — |
Investments
38 direct securities· $39.5M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $6.9M | 17.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $5.2M | 13.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $4.9M | 12.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $4.6M | 11.5% | |
| Vanguard Information Tech Index Adm Vanguard 0 | — | — | — | $3.7M | 9.3% | |
| Fidelity Blue Chip Growth K6 Fidelity 0 | — | — | — | $2.9M | 7.2% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $994K | 2.5% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $899K | 2.3% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $840K | 2.1% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $835K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $696K | 1.7% | |
| Vanguard International Growth Inv Vanguard 0 | — | — | — | $538K | 1.4% | |
| Vanguard Interm-Term Invst Grade Adm Vanguard 0 | — | — | — | $532K | 1.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $525K | 1.3% | |
| JPMorgan Growth Advantage R5 JPMorgan 0 | — | — | — | $500K | 1.3% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $488K | 1.2% | |
| T. Rowe Price Capital Apprec Inv T. Rowe Price 0 | — | — | — | $469K | 1.2% | |
| JPMorgan Equity Income R5 JP Morgan 0 | — | — | — | $379K | 1.0% | |
| JPMorgan U.S. Research Enhan Equity R6 JP Morgan 0 | — | — | — | $317K | 0.8% | |
| Macquarie Small Cap Value Instl Macquarie 0 | — | — | — | $313K | 0.8% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $305K | 0.8% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $286K | 0.7% | |
| Vanguard Health Care Index Adm Vanguard 0 | — | — | — | $282K | 0.7% | |
| Vanguard Wellington Inv Vanguard 0 | — | — | — | $270K | 0.7% | |
| Brandes International Equity R6 Brandes 0 | — | — | — | $254K | 0.6% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $230K | 0.6% | |
| JPMorgan Small Cap Growth R6 JP Morgan 0 | — | — | — | $224K | 0.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $188K | 0.5% | |
| Fidelity Emerging Markets K Fidelity 0 | — | — | — | $179K | 0.4% | |
| Vanguard Wellesley Income Inv Vanguard 0 | — | — | — | $174K | 0.4% | |
| Columbia Dividend Opportunity I3 Columbia 0 | — | — | — | $152K | 0.4% | |
| Lord Abbett High Yield R6 Lord Abbett 0 | — | — | — | $102K | 0.3% | |
| Thornburg Limited Term Income R5 Thornburg 0 | — | — | — | $96K | 0.2% | |
| Vanguard Total World Stock Index Adm Vanguard 0 | — | — | — | $92K | 0.2% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $77K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $75K | 0.2% | |
| JPMorgan Small Cap Eqty R5 JP Morgan 0 | — | — | — | $72K | 0.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $50K | 0.1% |
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