Veritas Management Group, LLC's EIN is 27-2876769.
Download the official 2024 Form 5500 (PDF) for Veritas Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veritas Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 84-4519624 | — | NONE | $83K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RETIRE TR 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $3.0M | 14.6% | |
| SCHWAB INDEXED RETIRE TR 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $2.7M | 13.2% | |
| SCHWAB INDEXED RETIRE TR 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.4M | 11.5% | |
| SCHWAB INDEXED RETIRE TR 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.3M | 11.2% | |
| SCHWAB INDEXED RETIRE TR 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.7M | 8.3% | |
| SCHWAB INDEXED RETIRE TR 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $1.7M | 8.1% | |
| Fidelity 500 INDEX FUND | Common Collective Trusts | — | — | $1.6M | 7.6% | |
| SCHWAB INDEXED RETIRE TR 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.3M | 6.4% | |
| SCHWAB INDEXED RETIRE TR 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $844K | 4.1% | |
| SCHWAB INDEXED RETIRE TR 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $640K | 3.1% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $424K | 2.1% | |
| Fidelity INTER INDEX FUND | Common Collective Trusts | — | — | $397K | 1.9% | |
| Putnam LARGE CAP VALUE FUND CLASS R6 | Mutual Funds | — | — | $319K | 1.6% | |
| SCHWAB INDEXED RETIRE TR 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $207K | 1.0% | |
| Participants Loans to Participants (interest rates ranging from 6.75% to 9.50%, various maturity dates) | Bonds / Notes | — | — | $178K | 0.9% | |
| Fidelity MID CAP INDEX FD | Mutual Funds | — | — | $140K | 0.7% | |
| Fidelity SMALL CAP IDX FD INSTL PREMIUM CL | Common Collective Trusts | — | — | $113K | 0.6% | |
| Fidelity U.S. BOND INDEX | Mutual Funds | — | — | $98K | 0.5% | |
| American Century AMERICAN CENTURY MID CAP VALUE R6 | Other securities | — | — | $77K | 0.4% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 | Mutual Funds | — | — | $76K | 0.4% | |
| BLACKROCK MIDCAP GROWTH EQUITY GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $71K | 0.3% | |
| American Beacon AMERICAN BEACON SMALL CAP VALUE FD R6 CL | Other securities | — | — | $62K | 0.3% | |
| SCHWAB INDEXED RETIRE TR 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $44K | 0.2% | |
| Janus TRITON N | Mutual Funds | — | — | $34K | 0.2% | |
| Standard Ins. Co. STANDARD INS CO STABLE ASSET FD C, 2.33% | Bonds / Notes | — | — | $30K | 0.1% | |
| Goldman Sachs GS INTL SM CAP INSIGHTS FD CL R6 | Other securities | — | — | $21K | 0.1% | |
| MFS INT'L DIVERSIFICATION FD CL R6 | Mutual Funds | — | — | $19K | <0.1% | |
| Prudential TOTAL RETURN BOND Q | Other securities | — | — | $10K | <0.1% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $7K | <0.1% | |
| SCHWAB INDEXED RETIRE TR 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $626 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
