How big is Vetter Development Services USA, Inc.'s plan?

Vetter Development Services USA, Inc.'s plan reported $31.1M in assets and 130 participants for 2024.

Original filing (PDF)20250827104820NAL0004945107001

Vetter Development Services USA, Inc.

Name: Vetter Development Services USA, Inc. — Vetter Devel, Form 5500 (2024)
Creator: Vetter Development Services USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vetter Development Services USA, Inc. 401(k) Plan

401(k) retirement plan · Vetter Development Services USA, Inc.'s Vetter Development Services USA, Inc. 401(k) Plan held $31.1M in plan assets for 130 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

130

Accounts w/ balance

173

Plan assets (EOY)

$31.1M

Net assets (EOY)

$31.1M

People on this filing

Nancie Fleurimont signed Vetter Development Services USA, Inc.'s 2024 Form 5500 as plan administrator.

Nancie Fleurimont — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vetter Development Services USA, Inc.'s EIN is 27-0895940.

EIN 27-0895940

Plan number 001

Plan year 2024

ACK ID 20250827104820NAL0004945107001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vetter Development Services USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vetter Development Services USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

VETTER DEVELOPMENT SERVICES USA, INC.

EIN

all filings

Address

8025 LAMON AVENUE · SKOKIE, IL · 60077

Phone

(847) 581-6700

Industry

Wholesale Trade

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

2025-08-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL LLC	04-3046611	—	ADVISOR	$0	—

Investments

35 direct securities· $31.1M(100% of reported assets)

Mutual Funds

$19.4M

20 holdings

Common Collective Trusts

$8.4M

4 holdings

Other securities

$2.9M

9 holdings

Bonds / Notes

$327K

1 holding

Common Stocks

$88K

1 holding

					% of plan
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$6.6M	21.3%
Fidelity Advisor Freedom 2040 Fund - Class A	Mutual Funds	—	—	$3.0M	9.7%
Fidelity Advisor Freedom 2050 Fund - Class A	Mutual Funds	—	—	$3.0M	9.6%
Fidelity Advisor Freedom 2030 Fund - Class A	Mutual Funds	—	—	$2.2M	7.0%
Fidelity Advisor Freedom 2045 Fund - Class A	Mutual Funds	—	—	$2.0M	6.4%
Fidelity Advisor Freedom 2025 Fund - Class A	Mutual Funds	—	—	$1.6M	5.1%
American Funds Balanced Fund Class R-4	Mutual Funds	—	—	$1.4M	4.7%
Fidelity Advisor Freedom 2055 Fund - Class A	Mutual Funds	—	—	$1.3M	4.2%
Fidelity Advisor Freedom 2060 Fund - Class A	Mutual Funds	—	—	$1.2M	3.8%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$837K	2.7%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$771K	2.5%
Janus Henderson Forty Fund Class S	Mutual Funds	—	—	$691K	2.2%
Fidelity Advisor Freedom 2035 Fund - Class A	Mutual Funds	—	—	$649K	2.1%
JPMorgan Equity Income Fund Class R3	Other securities	—	—	$575K	1.9%
Fidelity International Index Fund	Common Collective Trusts	—	—	$571K	1.8%
Hartford Core Equity Fund Class R5	Other securities	—	—	$471K	1.5%
BlackRock High Yield Bond Portfolio Investor A	Other securities	—	—	$422K	1.4%
BlackRock Mid-Cap Growth Equity Portfolio Investor A	Other securities	—	—	$419K	1.3%
Metropolitan West Total Return Bond Fund Class M	Other securities	—	—	$402K	1.3%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$401K	1.3%
Morgan Stanley Institutional Fund International Adv A	Other securities	—	—	$386K	1.2%
Fidelity Advisor Equity Growth Fund - Class A	Mutual Funds	—	—	$363K	1.2%
Participant Loans Interest Rates from 4.25% to 9.50% -	Bonds / Notes	—	—	$327K	1.1%
Fidelity Advisor Freedom 2065 Fund - Class A	Mutual Funds	—	—	$253K	0.8%
Fidelity Advisor Total Bond Fund - Class A	Mutual Funds	—	—	$253K	0.8%
Columbia Overseas Value Fund Class A	Other securities	—	—	$182K	0.6%
American Funds SMALLCAP World Fund Class R-4	Mutual Funds	—	—	$139K	0.4%
Fidelity Small Cap Value Fund - Class A	Mutual Funds	—	—	$137K	0.4%
American Funds U.S. Government Securities Fund	Mutual Funds	—	—	$127K	0.4%
American Funds New World Fund Class R-4	Mutual Funds	—	—	$114K	0.4%
Fidelity Small Cap Growth Fund - Class A	Mutual Funds	—	—	$96K	0.3%
Cohen & Steers Real Estate Securities Fund, Inc. A	Common Stocks	—	—	$88K	0.3%
Virtus NFJ Mid-Cap Value Fund Administrative Class	Other securities	—	—	$57K	0.2%
Fidelity Advisor Freedom 2020 Fund - Class A	Mutual Funds	—	—	$38K	0.1%
BlackRock 20/80 Target Allocation Fund	Other securities	—	—	$3K	<0.1%