Back to filter
Original filing (PDF)20251014161845NAL0003263873001
VM CONSOLIDATED, INC.
Form 5500
FILING_RECEIVED
VERRA MOBILITY 401(K) PLAN
Pooled investment trust — a fund that other plans invest in — not a participant plan
Active participants
1,187
Accounts w/ balance
1,570
Plan assets (EOY)
$96.0M
Net assets (EOY)
$96.0M
How this plan invests
Participating plans
invest in this fund
This trust
pooled vehicle
20 securities
Schedule of Assets
This is a pooled fund: many plans invest in it, and it holds the underlying securities.
Master trust / DFE filing
Pooled investment vehicle
This filing is a Direct Filing Entity (DFE) — a master trust or collective investment trust that pools assets from multiple participating plans. It does not have plan participants of its own, and the Plan Health Score formula doesn’t apply. Individual participant-facing plans that invest in this trust are the appropriate target for fiduciary analysis.
Pooled assets (EOY)
$96.0M
Net assets (EOY)
$96.0M
Participating plans
0
latest filings citing this trust
Cited interest
$0
across citing plans' latest filings
Cited interest vs pooled assets: cited interest sums what each participating plan reported holding in this trust, measured at that plan’s own year-end — and those filings span different years. Pooled assets is this single filing’s balance at one date. They’re independent measurements, so cited interest can land slightly above or below the pooled balance and won’t reconcile exactly.
Why no Schedule of Assets here? DFE holdings often live on the master trust’s own audited statement, not as a 4i schedule on the participating plans’ filings. We’re extending the parsing pipeline to cover DFE filings — see Methodology.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VM CONSOLIDATED, INC..
Plan sponsor
Name
VM CONSOLIDATED, INC.
EIN
26-3302690
Address
1150 N ALMA SCHOOL RD · MESA, AZ · 85201
Phone
(513) 673-3854
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $123K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $104K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METZ & ASSOCIATES PLLC | — | PHOENIX, AZ | AUDITOR | $10K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $97K | — |
Investments
20 direct securities· $96.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index 2040 Fund Mutual funds | — | — | — | $18.2M | 19.0% | |
| Fidelity 500 Index Fund Mutual funds | — | — | — | $17.5M | 18.3% | |
| Blackrock Lifepath Index 2050 Fund Mutual funds | — | — | — | $16.8M | 17.5% | |
| Blackrock Total Return Fund Mutual funds | — | — | — | $9.0M | 9.4% | |
| Fidelity Total International Index Fund Mutual funds | — | — | — | $6.0M | 6.3% | |
| Fidelity Mid Cap Index Fund Mutual funds | — | — | — | $5.0M | 5.2% | |
| Empower EI Fixed Account - Series Class II Guaranteed investment contract | — | — | — | $3.6M | 3.8% | |
| Fidelity Small Cap Index Fund Mutual funds | — | — | — | $3.4M | 3.5% | |
| Fidelity Advisor Equity Growth Z Mutual funds | — | — | — | $3.3M | 3.5% | |
| Blackrock Lifepath Index 2060 Fund Mutual funds | — | — | — | $3.2M | 3.4% | |
| MFS International Diversification R6 Mutual funds | — | — | — | $2.1M | 2.2% | |
| Participant loans Interest rates from 3.25% to 10.50% $0 | — | — | — | $1.5M | 1.6% | |
| JPMorgan Equity Income Fund Mutual funds | — | — | — | $1.4M | 1.5% | |
| Blackrock Lifepath Index 2030 Fund Mutual funds | — | — | — | $1.3M | 1.3% | |
| Cohen & Steers Real Estate Securiries Fund Mutual funds | — | — | — | $990K | 1.0% | |
| VIRTUS KAR Mid-Cap Growth Fund Mutual funds | — | — | — | $868K | 0.9% | |
| PGIM High-Yield Fund Mutual funds | — | — | — | $575K | 0.6% | |
| JPMorgan Emerging Markets Equity R6 Mutual funds | — | — | — | $526K | 0.5% | |
| MFS Mid Cap Value Fund Mutual funds | — | — | — | $382K | 0.4% | |
| Blackrock Lifepath Index Retirement Fund Mutual funds | — | — | — | $141K | 0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Data Processing, Hosting plans
BUSINESSOLVER.COM, INC.
BUSINESSOLVER 401-K PLAN
$95.8M · 1,416 participants
ISN SOFTWARE CORPORATION
ISN SOFTWARE CORPORATION 401K PLAN
$96.5M · 579 participants
INTRADO LIFE & SAFETY, INC.
INTRADO 401(K) PLAN
$92.5M · 744 participants
WORKWAVE LLC
WORKWAVE LLC 401(K) RETIREMENT PLAN
$89.6M · 717 participants
AIRLINES REPORTING CORPORATION
ARC EMPLOYEES SAVINGS PLAN
$102.9M · 353 participants
DIGITALOCEAN, LLC
DIGITALOCEAN, LLC 401(K) PLAN
$87.2M · 514 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants