Original filing (PDF)20251012132138NAL0000827616001

VETERANS MANAGEMENT SERVICES, INC.

Name: VETERANS MANAGEMENT SERVICES, INC. — VETERANS MANAGEMENT SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: VETERANS MANAGEMENT SERVICES, INC.

Form 5500

FILING_RECEIVED

VETERANS MANAGEMENT SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

99% in single holding

Active participants

114

Accounts w/ balance

127

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

How this plan invests

This plan

1 pooled trust

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "Ameritas Life Ins Corp Ameritas Separate Acct G" is 99% of plan.

Helping the score

Below-peer total fees (9 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERANS MANAGEMENT SERVICES, INC..

Plan sponsor

Name

VETERANS MANAGEMENT SERVICES, INC.

EIN

27-0541495

Address

14 PIDGEON HILL DRIVE · SUITE 500 · STERLING, VA · 20165

Phone

(703) 563-4601

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

2025-10-12

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

YOUNT, HYDE & BARBOUR, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS LIFE INSURANCE CORP	47-0098400	—	RECORDKEEPER	$3K	—

Investments

1 direct security · 1 pooled fund· $3.0M(100% 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.

Pooled Separate Account

$3.0M

1 holding

Uncategorized

$24K

1 holding

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INS CORP · EIN 47-0098400 / PN 003	Pooled Separate Account	—	—	$3.0M	99.2%
	Participant Loans High Int Rate: 10.50%; Low Int Rate: 6.75%	—	—	—	$24K	0.8%