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Original filing (PDF)20251015141650NAL0002433203001
VERDANTAS LLC
Form 5500
FILING_RECEIVED
VERDANTAS LLC RETIREMENT PLAN
401(k) retirement plan
Active participants
1,492
Accounts w/ balance
1,616
Plan assets (EOY)
$202.0M
Net assets (EOY)
$202.0M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERDANTAS LLC.
Plan sponsor
Name
VERDANTAS LLC
EIN
34-1549829
Address
6397 EMERALD PARKWAY, SUITE 200 · DUBLIN, OH · 43016
Phone
(614) 362-7209
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $143K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $123K | — |
Investments
25 direct securities · 3 pooled funds· $200.8M(99% 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.
Registered Investment Companies
$184.7M
24 holdings
Common Collective Trust
$15.1M
3 holdings
OTHER
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $28.5M | 14.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $18.1M | 8.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $17.8M | 8.8% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $16.5M | 8.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $15.2M | 7.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $14.9M | 7.4% | |
| AB US LG CAP GR L WILMINGTON TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $11.7M | 5.8% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $11.5M | 5.7% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $9.1M | 4.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $5.4M | 2.7% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $5.3M | 2.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $5.1M | 2.5% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $4.8M | 2.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $4.6M | 2.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $4.6M | 2.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $4.1M | 2.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $3.8M | 1.9% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $3.4M | 1.7% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $3.4M | 1.7% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $2.6M | 1.3% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $2.3M | 1.2% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $1.2M | 0.6% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 0.6% | |
| INVESTMENTS GREAT WEST GUARANTEED FUND Q25 | OTHER | — | — | $1.1M | 0.5% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $900K | 0.4% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $775K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $763K | 0.4% |
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