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Original filing (PDF)20231012110558NAL0021147267001

VEEV OPERATIONS, LLC

Form 5500
FILING_RECEIVED
VEEV 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
241
Accounts w/ balance
303
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VEEV OPERATIONS, LLC.
Plan sponsor
Name
VEEV OPERATIONS, LLC
EIN
35-2605842
Address
2701 W WINTON AVENUE · HAYWARD, CA · 94545
Phone
(650) 292-0752
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORPORAT
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ANNUITY INSURANCE COMPANY O—GREENWOOD VILLAGE, CORECORDKEEPER$2K—
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
FINANCIAL ADVOCATES INVESTMENT MANA—OLYMPIA, WAINVESTMENT ADVISOR$10K—
Other
1
NameEINLocationRelationDirect compIndirect comp
EMPOWER ADVISORY GROUP, LLC—GREENWOOD VILLAGE, COINVESTMENT MGMT$2K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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