Back to filter
Original filing (PDF)20251003134503NAL0000838179001
VERBIT, INC.
Form 5500
FILING_RECEIVED
VERBIT GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
409
Accounts w/ balance
465
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
2 pooled trusts
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
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERBIT, INC..
Plan sponsor
Name
VERBIT, INC.
EIN
25-1519537
Address
5500 GREENWOOD PLAZA BLVD · SUITE 130 BOX#11 · GREENWOOD VILLAGE, CO · 80111
Phone
(724) 514-4051
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
Investments
30 direct securities · 2 pooled funds· $25.1M(99% 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
$21.3M
30 holdings
Common Collective Trust
$3.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pioneer Fundamental Growth Fund Mutual Fund | — | — | — | $2.7M | 10.7% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.7M | 10.6% | |
| Metropolitan West Total Return Bond Fund Mutual Fund | — | — | — | $2.5M | 9.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 9.4% | |
| Investments American Funds EuroPacific Growth Fund Mutual Fund | — | — | — | $2.0M | 7.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $1.8M | 6.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 4.6% | |
| American Funds New World Fund Mutual Fund | — | — | — | $1.1M | 4.1% | |
| John Hancock Disciplined Value Mid Cap Fund Mutual Fund | — | — | — | $898K | 3.5% | |
| Invesco Real Estate Fund Mutual Fund | — | — | — | $702K | 2.8% | |
| Columbia Mid Cap Index Fund Mutual Fund | — | — | — | $691K | 2.7% | |
| American Funds Inflation Linked Bond Fund Mutual Fund | — | — | — | $657K | 2.6% | |
| Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $627K | 2.5% | |
| Janus Henderson Triton Fund Mutual Fund | — | — | — | $625K | 2.5% | |
| Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $611K | 2.4% | |
| DFA U.S. Targeted Value Fund Mutual Fund | — | — | — | $584K | 2.3% | |
| American Funds New Perspective Fund Mutual Fund | — | — | — | $483K | 1.9% | |
| JP Morgan Mid Cap Growth Fund Mutual Fund | — | — | — | $472K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $368K | 1.4% | |
| TD Ameritrade SDB Account Various | — | — | — | $336K | 1.3% | |
| BlackRock High Yield Bond Fund Mutual Fund | — | — | — | $325K | 1.3% | |
| George Putnam Balanced Fund Mutual Fund | — | — | — | $305K | 1.2% | |
| Vanguard Target Retirement 2045 Fund Asset Allocation Mutual Fund | — | — | — | $285K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $205K | 0.8% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | — | — | — | $176K | 0.7% | |
| Columbia Small Cap Index Fund Mutual Fund | — | — | — | $158K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $143K | 0.6% | |
| Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $118K | 0.5% | |
| Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund | — | — | — | $72K | 0.3% | |
| Hartford World Bond Fund Mutual Fund | — | — | — | $40K | 0.2% | |
| Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $28K | 0.1% | |
| Vanguard Target Retirement 2065 Fund Asset Allocation Mutual Fund | — | — | — | $10K | <0.1% |
Related plans
Other plans using MMA SECURITIES LLC
UNIVERSAL HEALTH SERVICES, INC.
UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN
$3.7B · 64,799 participants
CASE NEW HOLLAND INDUSTRIAL INC.
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN
$2.3B · 9,601 participants
GLOBALFOUNDRIES U.S. INC.
GLOBALFOUNDRIES U.S. INC. 401(K) PLAN
$1.2B · 4,786 participants
VF CORPORATION
VF 401K SAVINGS PLAN
$1.1B · 14,211 participants
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.
KNIGHT-SWIFT TRANSPORTATION HOLDINGS, INC. RETIREMENT PLAN
$1.0B · 31,022 participants
PACTIV EVERGREEN SERVICES INC.
EMPLOYEE SAVINGS PLAN
$1.0B · 8,977 participants
Similar-size Information / Tech / Media plans
SERVICE ELECTRIC CABLE TV, INC.
SERVICE ELECTRIC CABLE TV, INC. IBEW 375 401(K) PROFIT SHARING PLAN
$25.1M · 146 participants
ASCOM US, INC.
ASCOM (US), INC. RETIREMENT PLAN
$25.8M · 173 participants
UNION TELEPHONE COMPANY
UNION TELEPHONE COMPANY 401(K) PLAN
$25.1M · 230 participants
NORTHLAND CABLE TELEVISION, INC.
VYVE 401(K) PLAN
$25.8M · 617 participants
NEW YORK COMMUNICATIONS CO., INC.
NEW YORK COMMUNICATIONS CO., INC. PROFIT SHARING PLAN AND TRUST
$25.9M · 25 participants
OWNERSEDGE, INC.
OWNERSEDGE, INC. 401(K) PROFIT SHARING PLAN
$24.7M · 324 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B