Heather Gascon signed Veros Software, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veros Software, Inc.'s EIN is 33-0958012.
Download the official 2024 Form 5500 (PDF) for Veros Software, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veros Software, Inc.'s plan includes automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 18.8% | |
| Fidelity 500 Index Fund R6 | Common Collective Trusts | — | — | $1.5M | 14.8% | |
| American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $897K | 8.8% | |
| PGIM High Yield R6 | Other securities | — | — | $880K | 8.6% | |
| American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $487K | 4.8% | |
| MFS Growth R6 | Mutual Funds | — | — | $431K | 4.2% | |
| American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $420K | 4.1% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $411K | 4.0% | |
| American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $290K | 2.8% | |
| American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $283K | 2.8% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $280K | 2.7% | |
| American Funds 2045 Target Date Retirement Fund R6 | Mutual Funds | — | — | $252K | 2.5% | |
| American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $234K | 2.3% | |
| Putnam Large Cap Value Fund R6 | Mutual Funds | — | — | $208K | 2.0% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $157K | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $144K | 1.4% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $133K | 1.3% | |
| Invesco Gold & Special Minerals Fund R6 | Mutual Funds | — | — | $130K | 1.3% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $124K | 1.2% | |
| American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $110K | 1.1% | |
| T.Rowe Price Financial Services Fund | Other securities | — | — | $109K | 1.1% | |
| Allspring Special Small Cap Value R6 | Other securities | — | — | $109K | 1.1% | |
| MFS Growth Allocation R4 | Mutual Funds | — | — | $76K | 0.7% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $75K | 0.7% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $75K | 0.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $62K | 0.6% | |
| American Funds New Perspective Fund R6 | Mutual Funds | — | — | $56K | 0.5% | |
| BlackRock Health Sciences Opps K Fund | Other securities | — | — | $43K | 0.4% | |
| Fidelity Government Money Market K6 ** 877 Franklin Utilities Fund R6 | Mutual Funds | — | — | $40K | 0.4% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $36K | 0.4% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $35K | 0.3% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $34K | 0.3% | |
| MFS Aggressive Growth Allocation R4 | Mutual Funds | — | — | $31K | 0.3% | |
| American Funds 2015 Target Date Retirement Fund R6 | Mutual Funds | — | — | $29K | 0.3% | |
| Cohen & Steers Real Estate Z | Other securities | — | — | $29K | 0.3% | |
| Hartford Core Equity R6 | Other securities | — | — | $23K | 0.2% | |
| MFS Conservative Allocation R4 | Mutual Funds | — | — | $20K | 0.2% | |
| Participants Notes receivable from participants Interest rates at 8.00% - 9.50%, maturing through 2029 - | Bonds / Notes | — | — | $13K | 0.1% | |
| Pioneer Strategic Income R6 | Other securities | — | — | $9K | <0.1% | |
| MFS Moderate Allocation R4 | Mutual Funds | — | — | $9K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund R6 | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds 2065 Target Date Retirement Fund R6 | 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.
