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Original filing (PDF)20250930141436NAL0012381713001
VERIGON, LLC
Form 5500
FILING_RECEIVED
VERIGON, LLC 401(K) PLAN
401(k) retirement plan
Active participants
302
Accounts w/ balance
315
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERIGON, LLC.
Plan sponsor
Name
VERIGON, LLC
EIN
27-4273763
Address
1140 W. WARNER RD, SUITE 101 · TEMPE, AZ · 85284
Phone
(480) 305-5082
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC. | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $20K | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY PENSIONEERS LLC | — | CHANDLER, AZ | CONTRACT ADMIN | $8K | — |
| LEGACY PENSIONEERS LLC | — | CHANDLER, AZ | CONTRACT ADMIN | — | — |
| PENSION STRATEGIES, LLC | — | PHOENIX, AZ | CONTRACT ADMIN | — | — |
Investments
23 direct securities · 1 pooled fund· $7.8M(97% 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.
Uncategorized
$7.7M
23 holdings
Common Collective Trust
$100K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | — | — | — | $1.6M | 20.0% | |
| AMERICAN FUNDS AMERICAN FUNDS 2060 TARGET DATE RET R6 | — | — | — | $832K | 10.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | — | — | — | $789K | 9.8% | |
| VANGUARD 500 INDEX ADMIRAL | — | — | — | $689K | 8.5% | |
| AMERICAN FUNDS AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | — | — | — | $558K | 6.9% | |
| AMERICAN FUNDS AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | — | — | — | $519K | 6.4% | |
| AMERICAN FUNDS AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | — | — | — | $427K | 5.3% | |
| AMERICAN FUNDS AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | — | — | — | $339K | 4.2% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | — | — | — | $331K | 4.1% | |
| VANGUARD INTERNATIONAL GROWTH ADM | — | — | — | $257K | 3.2% | |
| AMERICAN FUNDS AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | — | — | — | $232K | 2.9% | |
| AMERICAN FUNDS AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | — | — | — | $183K | 2.3% | |
| VANGUARD WELLESLEY INCOME ADM | — | — | — | $152K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADM | — | — | — | $150K | 1.9% | |
| AMERICAN FUNDS AMERICAN FUNDS 2055 TRGT DATE RET R6 | — | — | — | $137K | 1.7% | |
| VANGUARD MID CAP INDEX FUND - ADMIRAL | — | — | — | $131K | 1.6% | |
| AMERICAN FUNDS AMERICAN FUNDS AMERICAN BALANCED R6 | — | — | — | $123K | 1.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $100K | 1.2% | |
| Putnam Stable Value Fund 0 | — | — | — | $98K | 1.2% | |
| METROPOLITAN WEST METROPOLITAN WEST TOTAL RETURN BOND I | — | — | — | $43K | 0.5% | |
| DIMENSIONAL FUNDS DFA GLOBAL EQUITY I | — | — | — | $41K | 0.5% | |
| AMERICAN FUNDS AMERICAN FUNDS GR & INC PORT R-6 | — | — | — | $39K | 0.5% | |
| PACIFIC INVESTMENT PIMCO INCOME INSTL | — | — | — | $20K | 0.3% | |
| Forfeitures Cash | — | — | — | $2K | <0.1% |
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