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Original filing (PDF)20251014062409NAL0001062739001
VEC, INC.
Form 5500
FILING_RECEIVED
VEC, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
116
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 53% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEC, INC..
Plan sponsor
Name
VEC, INC.
EIN
34-0964844
Address
977 TIBBETTS WICK ROAD · GIRARD, OH · 44420
Phone
(330) 539-4044
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | CANFIELD, OH | ADVISOR | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $13K | — |
Investments
20 direct securities · 11 pooled funds· $12.4M(100% 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
$9.5M
20 holdings
Common Collective Trust
$2.8M
11 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| New York Life Investments NYLI WINSLOW LARGE CAP GROWTH R6 | — | — | — | $2.2M | 17.5% | |
| Hartford CORE EQUITY R6 | — | — | — | $1.4M | 10.9% | |
| Fidelity 500 INDEX | — | — | — | $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 | — | — | — | $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 | — | — | — | $596K | 4.8% | |
| Western Asset Management Company WESTERN ASSET CORE BOND FUND CLASS IS | — | — | — | $585K | 4.7% | |
| Macquarie SMALL CAP CORE R6 | — | — | — | $501K | 4.0% | |
| Fidelity U.S. BOND INDEX | — | — | — | $485K | 3.9% | |
| American Funds AMERICAN FUNDS INTL GROWTH AND INCOME R6 | — | — | — | $484K | 3.9% | |
| American Century Investments AMERICAN CENTURY INFLATION ADJ BD CL-R6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $153K | 1.2% | |
| Allspring SMALL COMPANY GROWTH R6 | — | — | — | $108K | 0.9% | |
| Cohen & Steers, Inc. COHEN & STEERS GLOBAL REALTY SHARES CL Z | — | — | — | $98K | 0.8% | |
| maturing at various date through November 2029. | — | — | — | $87K | 0.7% | |
| Fidelity SMALL CAP INDEX | — | — | — | $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 | — | — | — | $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 | — | — | — | $23K | 0.2% | |
| Hartford SCHRODERS EMERGING MKT EQUITY | — | — | — | $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% |
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