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Original filing (PDF)20251015103548NAL0005817888001
VERITION GROUP LLC
Form 5500
FILING_RECEIVED
VERITION GROUP 401(K) PLAN
401(k) retirement plan
Active participants
432
Accounts w/ balance
334
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
33 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 VERITION GROUP LLC.
Plan sponsor
Name
VERITION GROUP LLC
EIN
26-2467041
Address
1 AMERICAN LANE · GREENWICH, CT · 06831
Phone
(203) 742-7740
Industry
Finance & Insurancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST AND YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEIRNE WEALTH CONSULTING SERVICES | 37-1707957 | — | ADVISOR | $60K | — |
Investments
33 direct securities· $31.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX* 35,418.69 | — | — | — | $7.2M | 21.6% | |
| VANG TARGET RET 2040 81,421.84 | — | — | — | $3.5M | 10.5% | |
| VANG TARGET RET 2045 108,397.78 | — | — | — | $3.2M | 9.6% | |
| VANG CR FED MM ADM 2,637,030.54 | — | — | — | $2.6M | 7.9% | |
| VANG TARGET RET 2050 48,712.66 | — | — | — | $2.4M | 7.3% | |
| FID BLUE CHIP GR K6* 59,481.23 | — | — | — | $2.2M | 6.6% | |
| VANG TARGET RET 2055 28,025.37 | — | — | — | $1.6M | 4.7% | |
| VANG TARGET RET 2035 61,925.15 | — | — | — | $1.5M | 4.4% | |
| VANG TARGET RET 2060 24,921.71 | — | — | — | $1.3M | 3.8% | |
| JPM US EQUITY R6 45,937.44 | — | — | — | $1.1M | 3.4% | |
| VANG SM CAP IDX ADM 6,143.33 | — | — | — | $707K | 2.1% | |
| VANG EQUITY INC ADM 6,684.04 | — | — | — | $589K | 1.8% | |
| VANG EM STK IDX ADM 15,281.85 | — | — | — | $562K | 1.7% | |
| VANG MIDCAP IDX ADM 1,457.29 | — | — | — | $476K | 1.4% | |
| AS SPL MID CP VAL R6 8,359.35 | — | — | — | $400K | 1.2% | |
| AF AMER MUTUAL R6 5,916.52 | — | — | — | $327K | 1.0% | |
| FID GLB EX US IDX* 21,867.28 | — | — | — | $315K | 0.9% | |
| VANG TARGET RET 2065 7,531.02 | — | — | — | $253K | 0.8% | |
| VANG INTM BD IDX ADM 22,341.12 | — | — | — | $226K | 0.7% | |
| VANG TARGET RET 2030 5,924.71 | — | — | — | $224K | 0.7% | |
| VAN REAL EST IDX ADM 1,508.29 | — | — | — | $191K | 0.6% | |
| FIRST EAGLE GLBL R6 1,938.28 | — | — | — | $131K | 0.4% | |
| AF NEW WORLD R6 1,618.73 | — | — | — | $125K | 0.4% | |
| MFS MID CAP GRTH R6 3,879.34 | — | — | — | $122K | 0.4% | |
| VANG BAL INDEX ADM 2,249.38 | — | — | — | $109K | 0.3% | |
| FID INTL CAP APPR K6* 6,751.12 | — | — | — | $109K | 0.3% | |
| FID TOTAL BOND K6* 12,385.99 | — | — | — | $108K | 0.3% | |
| LD ABT SH DTN INC R6 20,285.45 | — | — | — | $78K | 0.2% | |
| VANG TARGET RET 2020 2,227.54 | — | — | — | $59K | 0.2% | |
| DFA INF PRT SEC PORT 5,431.00 | — | — | — | $58K | 0.2% | |
| LD ABT HIGH YIELD R6 7,388.70 | — | — | — | $47K | 0.1% | |
| VANG TARGET RET 2025 900.97 | — | — | — | $17K | <0.1% | |
| VANG TARGET RET INC 156.80 | — | — | — | $2K | <0.1% |
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