· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VERITY RELATIONSHIP INTELLIGENCE — VERITY RELATIONSHIP INTELLIGENCE 401(K) PROFIT SHARING PLAN & TRU, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701160907NAL0006858707001
VERITY RELATIONSHIP INTELLIGENCE
Form 5500-SF
FILING_RECEIVED
VERITY RELATIONSHIP INTELLIGENCE 401(K) PROFIT SHARING PLAN & TRU
401(k) retirement plan
Active participants
20
Accounts w/ balance
37
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VERITY RELATIONSHIP INTELLIGENCE
.
Find decision makers
Plan sponsor
Name
VERITY RELATIONSHIP INTELLIGENCE
EIN
32-0179595
Address
33 BROAD ST., FLOOR 9 · BOSTON, MA · 02108
Phone
(508) 989-3668
Industry
Professional & Technical Services
see 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
2025-07-01
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
DNX MANAGEMENT COMPANY
DNX MANAGEMENT COMPANY CASH BALANCE PLAN
$2.9M · 9 participants
CAPITOL PUBLIC FINANCE GROUP, LLC
CAPITOL PUBLIC FINANCE GROUP, LLC 401(K) PROFIT SHARING PLAN
$2.9M · 4 participants
MANAGEMENT TECHNOLOGY
MANAGEMENT TECHNOLOGY, INC. PROFIT SHARING AND 401(K) PLAN
$2.9M · 8 participants
PEARSON PARTNERS INTERNATIONAL, INC
PEARSON PARTNERS INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.9M · 10 participants
AUTHENTICX, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AUTHENTICX 401(K) PLAN
$2.9M · 121 participants
GRANICA COMPUTING, INC.
GRANICA COMPUTING 401(K) PLAN
$2.9M · 21 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
