How big is Truveris Inc.'s plan?

Truveris Inc.'s plan reported $11.9M in assets and 115 participants for 2023.

Original filing (PDF)20241015161621NAL0058668146001

Truveris Inc.

Name: Truveris Inc. — Truveris Inc. 401(k) Profit Sharing, Form 5500 (2023)
Creator: Truveris Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Truveris Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Truveris Inc.'s Truveris Inc. 401(k) Profit Sharing Plan and Trust held $11.9M in plan assets for 115 participants in 2023, with Fidelity as recordkeeper.

Active participants

115

Accounts w/ balance

229

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

People on this filing

CASI Ransome signed Truveris Inc.'s 2023 Form 5500 as plan administrator.

CASI Ransome — 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

Truveris Inc.'s EIN is 27-4345686.

EIN 27-4345686

Plan number 001

Plan year 2023

ACK ID 20241015161621NAL0058668146001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Truveris Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Truveris 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

37 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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TRUVERIS INC

EIN

all filings

Address

3 BEAVER VALLEY ROAD · SUITE 103 · WILMINGTON, DE · 19803

Phone

(800) 430-1430

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$613	—

Investments

37 direct securities· $11.9M(100% of reported assets)

Mutual Funds

$9.9M

29 holdings

Common Collective Trusts

$1.3M

1 holding

Other securities

$588K

6 holdings

Bonds / Notes

$6K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$1.3M	11.4%
Fidelity Investments Fidelity Freedom 2055	Mutual Funds	—	—	$1.1M	9.3%
Fidelity Investments Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$1.1M	9.2%
Fidelity Investments Fidelity Freedom 2050	Mutual Funds	—	—	$1.0M	8.4%
Money market fund - * Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$999K	8.4%
Fidelity Investments Fidelity Freedom 2045	Mutual Funds	—	—	$955K	8.1%
Fidelity Investments Fidelity Freedom 2060	Mutual Funds	—	—	$770K	6.5%
Fidelity Investments Fidelity Freedom 2040	Mutual Funds	—	—	$554K	4.7%
Fidelity Investments Fidelity Freedom 2015	Mutual Funds	—	—	$415K	3.5%
Invesco Diversified Dividend R5	Mutual Funds	—	—	$303K	2.6%
Fidelity Investments Fidelity Freedom 2035	Mutual Funds	—	—	$291K	2.5%
Janus Henderson Investors Janus Henderson Enterprise T Fund	Mutual Funds	—	—	$270K	2.3%
Fidelity Investments Fidelity Contrafund	Mutual Funds	—	—	$246K	2.1%
Fidelity Investments Fidelity Total Bond Fund	Mutual Funds	—	—	$244K	2.1%
Fidelity Investments Fidelity Freedom 2065	Mutual Funds	—	—	$185K	1.6%
Fidelity Investments Fidelity Freedom 2030	Mutual Funds	—	—	$184K	1.6%
Fidelity Investments Fidelity Freedom 2025	Mutual Funds	—	—	$166K	1.4%
Allspring Global Investments Allspring Special Small Cap Value Fund	Other securities	—	—	$166K	1.4%
Mass Mutual Funds Mass Mutual Premier Small Cap Opportunities Fund	Other securities	—	—	$141K	1.2%
American Funds American Funds New World Fund Class R4	Mutual Funds	—	—	$140K	1.2%
Fidelity Investments Fidelity Extended Market Index	Mutual Funds	—	—	$136K	1.1%
MFS International Value Fund Class R3	Mutual Funds	—	—	$130K	1.1%
Fidelity Investments Fidelity Freedom 2005	Mutual Funds	—	—	$121K	1.0%
Fidelity Investments Fidelity Growth Strategies Fund	Mutual Funds	—	—	$119K	1.0%
Glenmede Funds Glenmede Large Cap Core	Other securities	—	—	$114K	1.0%
Fidelity Investments Fidelity Total International Index	Mutual Funds	—	—	$110K	0.9%
Goldman Sachs GS Inflation Protected Securities Fund	Other securities	—	—	$92K	0.8%
Fidelity Investments Fidelity International Capital Appreciation Fund	Mutual Funds	—	—	$89K	0.8%
Fidelity Investments Fidelity Overseas Fund	Mutual Funds	—	—	$89K	0.7%
Invesco High Yield Fund	Mutual Funds	—	—	$77K	0.7%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$56K	0.5%
Fidelity Investments Fidelity Government Income Fund	Mutual Funds	—	—	$50K	0.4%
Parnassus Investments Parnassus Mid Cap Fund	Other securities	—	—	$40K	0.3%
Trivalent InvestmentsDRAFTVictory Trivalent International Sm-Cap Y	Other securities	—	—	$35K	0.3%
Fidelity Investments Fidelity Freedom 2010	Mutual Funds	—	—	$16K	0.1%
Notes receivable from participants Interest rates at 9.25% to 9.50%	Bonds / Notes	—	—	$6K	<0.1%
Fidelity Investments Fidelity Freedom 2020	Mutual Funds	—	—	$4K	<0.1%