Veros Credit LLC's EIN is 27-3146015.
Download the official 2024 Form 5500 (PDF) for Veros Credit LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veros Credit LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | NONE | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.7M | 14.4% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.4M | 12.1% | |
| Standard Retirement Services Standard Stable Asset A | Other securities | — | — | $1.2M | 10.2% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $1.0M | 8.9% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $989K | 8.6% | |
| Putnam Investments Dynamic Asset Allocation Conservative Fund Class Y ** 40 TIAA-CREF Large Cap Growth Fund - Instl | Mutual Funds | — | — | $777K | 6.8% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $722K | 6.3% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $396K | 3.4% | |
| Invesco Equally Weighted S&P 500 Class Y | Common Collective Trusts | — | — | $377K | 3.3% | |
| maturing through 2039 | Other securities | — | — | $327K | 2.8% | |
| Mass Mutual Select Mid Cap Growth Fund Class I | Other securities | — | — | $300K | 2.6% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $294K | 2.6% | |
| Allspring Special Mid Cap Value Instl | Other securities | — | — | $252K | 2.2% | |
| Hartford International Opportunities Fund Class Y | Other securities | — | — | $245K | 2.1% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $236K | 2.1% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $235K | 2.0% | |
| MFS Investment Management Value Fund Class R6 | Mutual Funds | — | — | $228K | 2.0% | |
| Pioneer Bond Fund Class Y | Other securities | — | — | $211K | 1.8% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $187K | 1.6% | |
| American Funds New Perspective Fund Class R6 | Mutual Funds | — | — | $178K | 1.5% | |
| AB Small Cap Growth Port Class Z | Other securities | — | — | $113K | 1.0% | |
| American Funds New World Fund Class R6 | Mutual Funds | — | — | $88K | 0.8% | |
| Putnam Investments Dynamic Asset Allocation Growth Fund Class Y | Mutual Funds | — | — | $36K | 0.3% | |
| Dimensional Fund Advisors U.S. Targeted Value Portfolio - Instl | Mutual Funds | — | — | $36K | 0.3% | |
| PGIM High Yield Fund R6 | Other securities | — | — | $27K | 0.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $5K | <0.1% | |
| Principal Real Estate Securities Fund - Instl ** 679 Putnam Investments Dynamic Asset Allocation Balanced Fund Class Y | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
