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Original filing (PDF)20251007161804NAL0002819683001
VERASTEM, INC.
Form 5500
FILING_RECEIVED
VERASTEM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
124
Plan assets (EOY)
$16.2M
Net assets (EOY)
$16.2M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERASTEM, INC..
Plan sponsor
Name
VERASTEM, INC.
EIN
27-3269467
Address
117 KENDRICK STREET · SUITE 500 · NEEDHAM, MA · 02494
Phone
(781) 292-4200
Industry
Manufacturingsee 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
2025-10-07
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
WOLF & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SER | — | IRVINE, CA | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VERUS CAPITAL PARTNERS LLC | — | SCOTTSDALE, AZ | INV ADVISOR | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $625 | — |
Investments
38 direct securities · 1 pooled fund· $16.1M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$16.0M
38 holdings
Common Collective Trust
$47K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Company 131,388 American Funds 2035 Target Date Fund R6 | — | — | — | $2.5M | 15.4% | |
| Ishares 1,884 Ishares S&P 500 Index K | — | — | — | $1.3M | 8.0% | |
| American Funds Company 61,453 American Funds 2050 Target Date Fund R6 | — | — | — | $1.3M | 7.9% | |
| American Funds Company 59,809 American Funds 2040 Target Date Fund R6 | — | — | — | $1.2M | 7.6% | |
| American Funds Company 69,631 American Funds 2030 Target Date Fund R6 | — | — | — | $1.2M | 7.4% | |
| American Funds Company 29,914 American Funds 2055 Target Date Fund R6 | — | — | — | $791K | 4.9% | |
| Victory Core Plus 80,503 Victory Core Plus Intermediate Bond R6 | — | — | — | $730K | 4.5% | |
| American Funds Company 33,146 American Funds 2045 Target Date Fund R6 | — | — | — | $703K | 4.3% | |
| T. Rowe Price Funds 3,641 T. Rowe Price Blue Chip Growth I | — | — | — | $682K | 4.2% | |
| PIMCO 36,934 PIMCO StocksPlus Inst | — | — | — | $473K | 2.9% | |
| Vanguard 23 Vanguard High - Yield Corporate Adm 127 Vanguard 3,420 Vanguard Large Cap Index ADM | — | — | — | $466K | 2.9% | |
| American Funds Company 12,017 American Funds American Balanced R6 | — | — | — | $413K | 2.5% | |
| American Funds Company 26,206 American Funds 2025 Target Date Fund R6 | — | — | — | $398K | 2.5% | |
| TIAA -CREF 5,646 TIAA-CREF Large - Cap GR Idx Instl | — | — | — | $378K | 2.3% | |
| Fidelity 6,996 Fidelity International Index | — | — | — | $333K | 2.0% | |
| Hartford Mutual Funds 9,174 Hartford Dividend and Growth R6 | — | — | — | $316K | 1.9% | |
| Franklin Templeton Investments 1,622 Franklin Dyna Tech Fund - R6 | — | — | — | $301K | 1.9% | |
| Vanguard 2,576 Vanguard Small Cap Index Fund - Admiral | — | — | — | $297K | 1.8% | |
| Eaton Vance Management 6,476 Eaton Vance Atlanta Capital SMID - Cap R6 | — | — | — | $272K | 1.7% | |
| T. Rowe Price 4,120 T. Rowe Price U.S. Equity Research I | — | — | — | $241K | 1.5% | |
| MassMutual 13,180 MassMutual Small Cap Opportun I | — | — | — | $234K | 1.4% | |
| ClearBridge Investments, LLC 3,555 Clearbridge International Growth I | — | — | — | $230K | 1.4% | |
| Vanguard 682 Vanguard Mid Cap Index Adm | — | — | — | $223K | 1.4% | |
| Vanguard 4,432 Vanguard Balanced Index Fund - Admiral | — | — | — | $215K | 1.3% | |
| American Funds Company 8,462 American Funds 2060 Target Date Fund R6 | — | — | — | $152K | 0.9% | |
| Notes receivable from participants 9.50% | — | — | — | $137K | 0.8% | |
| Vanguard 1,931 Vanguard Total World Stock Index Admiral | — | — | — | $80K | 0.5% | |
| American Funds Company 4,847 American Funds 2020 Target Date Fund R6 | — | — | — | $65K | 0.4% | |
| Invesco Advisers, Inc. 1,309 Invesco Global Opp R6 | — | — | — | $64K | 0.4% | |
| PGIM 12,307 PGIM High Yield R6 | — | — | — | $59K | 0.4% | |
| Blackrock Investments 1,264 Blackrock Mid-Cap Growth Equity Instl | — | — | — | $55K | 0.3% | |
| Fidelity 1,242 Fidelity Mid-Cap Stock | — | — | — | $53K | 0.3% | |
| Vanguard 766 Vanguard Value Index - ADMIRAL | — | — | — | $51K | 0.3% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $47K | 0.3% | |
| American Funds Company 1,856 American Funds 2065 Target Date Fund R6 | — | — | — | $32K | 0.2% | |
| Shelton 741 Shelton Nasdaq 100 Index Investor | — | — | — | $29K | 0.2% | |
| Fidelity 3,160 Fidelity Inflation Protected Bond Index | — | — | — | $28K | 0.2% | |
| Dodge & Cox 90 Dodge & Cox Global Stock - I | — | — | — | $1K | <0.1% | |
| Buffalo Small Cap Growth Institutiona 68 Buffalo Small Cap Institutional | — | — | — | $1K | <0.1% |
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