Jonathan Painter signed Verition Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verition Group LLC's EIN is 26-2467041.
Download the official 2024 Form 5500 (PDF) for Verition Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verition Group LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEIRNE WEALTH CONSULTING SERVICES | 37-1707957 | — | ADVISOR | $60K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX* 35,418.69 | Common Collective Trusts | — | — | $7.2M | 21.6% | |
| VANG TARGET RET 2040 81,421.84 | Other securities | — | — | $3.5M | 10.5% | |
| VANG TARGET RET 2045 108,397.78 | Other securities | — | — | $3.2M | 9.6% | |
| VANG CR FED MM ADM 2,637,030.54 | Other securities | — | — | $2.6M | 7.9% | |
| VANG TARGET RET 2050 48,712.66 | Other securities | — | — | $2.4M | 7.3% | |
| FID BLUE CHIP GR K6* 59,481.23 | Mutual Funds | — | — | $2.2M | 6.6% | |
| VANG TARGET RET 2055 28,025.37 | Other securities | — | — | $1.6M | 4.7% | |
| VANG TARGET RET 2035 61,925.15 | Other securities | — | — | $1.5M | 4.4% | |
| VANG TARGET RET 2060 24,921.71 | Other securities | — | — | $1.3M | 3.8% | |
| JPM US EQUITY R6 45,937.44 | Other securities | — | — | $1.1M | 3.4% | |
| VANG SM CAP IDX ADM 6,143.33 | Common Collective Trusts | — | — | $707K | 2.1% | |
| VANG EQUITY INC ADM 6,684.04 | Common Stocks | — | — | $589K | 1.8% | |
| VANG EM STK IDX ADM 15,281.85 | Common Collective Trusts | — | — | $562K | 1.7% | |
| VANG MIDCAP IDX ADM 1,457.29 | Common Collective Trusts | — | — | $476K | 1.4% | |
| AS SPL MID CP VAL R6 8,359.35 | Other securities | — | — | $400K | 1.2% | |
| AF AMER MUTUAL R6 5,916.52 | Other securities | — | — | $327K | 1.0% | |
| FID GLB EX US IDX* 21,867.28 | Common Collective Trusts | — | — | $315K | 0.9% | |
| VANG TARGET RET 2065 7,531.02 | Other securities | — | — | $253K | 0.8% | |
| VANG INTM BD IDX ADM 22,341.12 | Common Collective Trusts | — | — | $226K | 0.7% | |
| VANG TARGET RET 2030 5,924.71 | Other securities | — | — | $224K | 0.7% | |
| VAN REAL EST IDX ADM 1,508.29 | Common Collective Trusts | — | — | $191K | 0.6% | |
| FIRST EAGLE GLBL R6 1,938.28 | Other securities | — | — | $131K | 0.4% | |
| AF NEW WORLD R6 1,618.73 | Other securities | — | — | $125K | 0.4% | |
| MFS MID CAP GRTH R6 3,879.34 | Mutual Funds | — | — | $122K | 0.4% | |
| VANG BAL INDEX ADM 2,249.38 | Other securities | — | — | $109K | 0.3% | |
| FID INTL CAP APPR K6* 6,751.12 | Mutual Funds | — | — | $109K | 0.3% | |
| FID TOTAL BOND K6* 12,385.99 | Mutual Funds | — | — | $108K | 0.3% | |
| LD ABT SH DTN INC R6 20,285.45 | Common Stocks | — | — | $78K | 0.2% | |
| VANG TARGET RET 2020 2,227.54 | Other securities | — | — | $59K | 0.2% | |
| DFA INF PRT SEC PORT 5,431.00 | Mutual Funds | — | — | $58K | 0.2% | |
| LD ABT HIGH YIELD R6 7,388.70 | Other securities | — | — | $47K | 0.1% | |
| VANG TARGET RET 2025 900.97 | Other securities | — | — | $17K | <0.1% | |
| VANG TARGET RET INC 156.80 | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
