Tricia Ferry Frate signed VEC, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VEC, Inc.'s EIN is 34-0964844.
Download the official 2024 Form 5500 (PDF) for VEC, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VEC, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | CANFIELD, OH | ADVISOR | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| New York Life Investments NYLI WINSLOW LARGE CAP GROWTH R6 | Other securities | — | — | $2.2M | 17.5% | |
| Hartford CORE EQUITY R6 | Other securities | — | — | $1.4M | 10.9% | |
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $953K | 7.7% | |
| BLACKROCK LIFEPATH INDEX 2045 CLASS WILMINGTON TRUST · EIN 26-3770058 / PN 157 | Common Collective Trust | — | — | $762K | 6.2% | |
| John Hancock JHANCOCK DISCIPLINED VALUE R6 | Other securities | — | — | $753K | 6.1% | |
| BLACKROCK LIFEPATH INDEX 2040 CLASS WILMINGTON TRUST · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $674K | 5.5% | |
| Fidelity MID CAP INDEX | Mutual Funds | — | — | $596K | 4.8% | |
| Western Asset Management Company WESTERN ASSET CORE BOND FUND CLASS IS | Common Stocks | — | — | $585K | 4.7% | |
| Macquarie SMALL CAP CORE R6 | Other securities | — | — | $501K | 4.0% | |
| Fidelity U.S. BOND INDEX | Mutual Funds | — | — | $485K | 3.9% | |
| American Funds AMERICAN FUNDS INTL GROWTH AND INCOME R6 | Mutual Funds | — | — | $484K | 3.9% | |
| American Century Investments AMERICAN CENTURY INFLATION ADJ BD CL-R6 | Other securities | — | — | $438K | 3.5% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT WILMINGTON TRUST · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $372K | 3.0% | |
| Wilmington Trust BLACKROCK HIGH YIELD PORTFOLIO K | Other securities | — | — | $331K | 2.7% | |
| BLACKROCK LIFEPATH INDEX 2035 CLASS WILMINGTON TRUST · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $327K | 2.6% | |
| Fidelity TOTAL INTL INDEX FUND | Common Collective Trusts | — | — | $293K | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2055 CLASS WILMINGTON TRUST · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $225K | 1.8% | |
| BLACKROCK LIFEPATH INDEX 2050 CLASS WILMINGTON TRUST · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $197K | 1.6% | |
| PUTNAM STABLE VALUE FUND 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $179K | 1.5% | |
| Carillon SCOUT MID CAP R-6 | Other securities | — | — | $153K | 1.2% | |
| Allspring SMALL COMPANY GROWTH R6 | Common Stocks | — | — | $108K | 0.9% | |
| Cohen & Steers, Inc. COHEN & STEERS GLOBAL REALTY SHARES CL Z | Common Stocks | — | — | $98K | 0.8% | |
| maturing at various date through November 2029. | Other securities | — | — | $87K | 0.7% | |
| Fidelity SMALL CAP INDEX | Mutual Funds | — | — | $75K | 0.6% | |
| BLACKROCK LIFEPATH INDEX 2030 CLASS WILMINGTON TRUST · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $66K | 0.5% | |
| Allspring SPECIAL SMALL CAP VALUE | Other securities | — | — | $39K | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2065 K WILMINGTON TRUST · EIN 38-7289863 / PN 001 | Common Collective Trust | — | — | $36K | 0.3% | |
| Loomis Sayles & Company LOOMIS SAYLES GLOBAL BOND FUND CLASS N | Common Stocks | — | — | $23K | 0.2% | |
| Hartford SCHRODERS EMERGING MKT EQUITY | Other securities | — | — | $6K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 K WILMINGTON TRUST · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $1K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 CLASS WILMINGTON TRUST · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
