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Original filing (PDF)20251009153231NAL0004044099001
VERSA NETWORKS INC
Form 5500
FILING_RECEIVED
VERSA NETWORKS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
269
Accounts w/ balance
279
Plan assets (EOY)
$29.5M
Net assets (EOY)
$29.5M
How this plan invests
This plan
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERSA NETWORKS INC.
Plan sponsor
Name
VERSA NETWORKS INC
EIN
36-4741451
Address
2550 GREAT AMERICA WAY · SUITE # 350, 3RD FLOOR · SANTA CLARA, CA · 95054
Phone
(408) 385-7660
Industry
Information / Tech / Mediasee 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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $4K | — |
Investments
39 direct securities· $40.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Government Money Market Fund A (Holding Account) Money market fund 575 Vanguard 500 Index Fund - Admiral Mutual fund | — | — | — | $5.8M | 19.5% | |
| Vangrd Growth Index Fund Adm Registered Investment Company | — | — | — | $5.6M | 19.0% | |
| Vangrd Trgt Retire 2050 Fd Registered Investment Company | — | — | — | $2.0M | 6.8% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $2.0M | 6.8% | |
| Vangrd Trgt Retire 2035 Fd Registered Investment Company | — | — | — | $2.0M | 6.7% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $2.0M | 6.7% | |
| Vanguard Small Cap Index Mutual fund | — | — | — | $1.9M | 6.6% | |
| Vangrd Mid-Cap Index Fund Adm Registered Investment Company | — | — | — | $1.7M | 5.7% | |
| Vangrd Trgt Retire 2045 Fd Registered Investment Company | — | — | — | $1.7M | 5.7% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $1.7M | 5.7% | |
| Vangrd Trgt Retire 2040 Fd Registered Investment Company | — | — | — | $1.5M | 5.0% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $1.5M | 5.0% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $1.3M | 4.4% | |
| Vangrd Dev Mkts Index Fd Adm Registered Investment Company | — | — | — | $917K | 3.1% | |
| Vanguard Developing Market Index Admiral Mutual fund | — | — | — | $917K | 3.1% | |
| Voya Fixed Account Insurance company general account | — | — | — | $903K | 3.1% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $887K | 3.0% | |
| Vangrd Trgt Retire 2055 Fd Registered Investment Company | — | — | — | $887K | 3.0% | |
| Vangrd Trgt Retire 2030 Fd Registered Investment Company | — | — | — | $818K | 2.8% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $818K | 2.8% | |
| Fidelity Emerging Markets Fund Class K Mutual fund | — | — | — | $490K | 1.7% | |
| Vanguard Intermediate Term Bond Mutual fund | — | — | — | $489K | 1.7% | |
| Vangrd Int-Trm Bd Indx Fd Adm Registered Investment Company | — | — | — | $489K | 1.7% | |
| PIMCO Income Fund Ins Registered Investment Company | — | — | — | $397K | 1.3% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $359K | 1.2% | |
| Vangrd Trgt Retire 2060 Fd Registered Investment Company | — | — | — | $359K | 1.2% | |
| Vangrd Trgt Retire 2025 Fd Registered Investment Company | — | — | — | $284K | 1.0% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $284K | 1.0% | |
| Participant loans 5.25% - 10.50%, various maturities | — | — | — | $221K | 0.8% | |
| PIMCO Intl Bd Fd (US Dl-Hdg) I Registered Investment Company | — | — | — | $157K | 0.5% | |
| Pimco International Bond Fund Mutual fund | — | — | — | $157K | 0.5% | |
| Vangrd Trgt Retire 2065 Fd Registered Investment Company | — | — | — | $115K | 0.4% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $115K | 0.4% | |
| Vangrd Trgt Retire Inc Fd Registered Investment Company | — | — | — | $36K | 0.1% | |
| Vanguard Target Retirement Income Fund Mutual fund | — | — | — | $36K | 0.1% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $16K | <0.1% | |
| Vangrd Trgt Retire 2020 Fd Registered Investment Company | — | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2070 Mutual fund | — | — | — | $1K | <0.1% | |
| Vangrd Trgt Retire 2070 Fd Registered Investment Company | — | — | — | $1K | <0.1% |
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