Original filing (PDF)20251010070201NAL0007739473001

Vensure Employer Services, Inc.

Name: Vensure Employer Services, Inc. — Vensure Employer, Form 5500 (2024)
Creator: Vensure Employer Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Vensure Employer Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Vensure Employer Services, Inc.'s Vensure Employer Services, Inc. 401(k) Profit Sharing Plan held $982.5M in plan assets for 30,380 participants in 2024.

Signals · 4

Late participant contributionsCorrective distributions issuedNo recordkeeper disclosedSelf-directed brokerage offered

Active participants

30,380

Accounts w/ balance

26,087

Plan assets (EOY)

$982.5M

Net assets (EOY)

$982.5M

How this plan invests

This plan

2 pooled trusts

Schedule D

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 477K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (13th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VENSURE EMPLOYER SERVICES, INC..

Plan sponsor

Name

VENSURE EMPLOYER SERVICES, INC.

EIN

37-1508469all filings

Address

1475 S. PRICE ROAD · CHANDLER, AZ · 85286

Phone

(480) 993-2650

Industry

Admin Support & Waste Mgmt

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

2025-10-10

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2V · PEO multiple-employer plan

Service providers (Schedule C)

4 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC MUTUAL FUND MANAGEMENT CORP.	59-2749576	—	PORTOFOLIO MGMT FEE	$690K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$3.6M	—

Investments

44 direct securities · 2 pooled funds· $972.6M(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.

Common Collective Trusts

$607.9M

10 holdings

Mutual Funds

$246.9M

26 holdings

Other securities

$101.8M

5 holdings

Bonds / Notes

$12.9M

1 holding

Self-Directed Brokerage

$1.9M

1 holding

Common Collective Trust

$1.2M

2 holdings

Cash / Money Market

$20K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$606.5M Fidelity$225.5M BlackRock / iShares$102.6M JPMorgan$7.0M Invesco$2.7M

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
Vanguard Total Stock Market Index Admiral Fund Mutual Fund	Common Collective Trusts	—	—	$231.6M	23.6%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$142.5M	14.5%
Vanguard Total Stock Market Index Instutional Fund Mutual Fund	Common Collective Trusts	—	—	$96.6M	9.8%
iShares MSCI EAFE International Index K Fund Mutual Fund	Other securities	—	—	$86.9M	8.8%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$75.5M	7.7%
Vanguard Intermediate-Term Bond Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$57.3M	5.8%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$52.3M	5.3%
Vanguard Consumer Staples Index Fund Mutual Fund	Common Collective Trusts	—	—	$27.4M	2.8%
Vanguard Information Technology Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$20.1M	2.0%
Participant loans Interest rates from 3.25% to 10.50% $0	Bonds / Notes	—	—	$12.9M	1.3%
iShares Total U.S. Stock Market Index K Fund Mutual Fund	Common Collective Trusts	—	—	$11.6M	1.2%
Victory Nasdaq 100 Index Fund R6 Shares Mutual Fund	Common Collective Trusts	—	—	$11.5M	1.2%
Vanguard Value Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$10.6M	1.1%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$10.4M	1.1%
Vanguard Mid Cap Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$10.2M	1.0%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$9.4M	1.0%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$9.1M	0.9%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$8.2M	0.8%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$7.7M	0.8%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$7.1M	0.7%
Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.1M	0.7%
JPMorgan US Research Enhanced Equity R6 Fund Mutual Fund	Other securities	—	—	$7.0M	0.7%
Vanguard Small Cap Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$6.8M	0.7%
Vanguard Utilities Index Admiral Mutual Fund	Mutual Funds	—	—	$6.5M	0.7%
Vanguard Small Cap Growth Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$5.0M	0.5%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$4.4M	0.5%
BlackRock Health Sciences Opportunities I Fund Mutual Fund	Other securities	—	—	$4.1M	0.4%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.2M	0.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$2.8M	0.3%
Vanguard High Yield Corporate Admiral Fund Mutual Fund	Mutual Funds	—	—	$2.8M	0.3%
Invesco Oppenheimer Gold & Special Miner Fund Mutual Fund	Mutual Funds	—	—	$2.7M	0.3%
Vanguard Small Cap Value Index Adm Fund Mutual Fund	Mutual Funds	—	—	$2.5M	0.3%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	0.2%
Delaware Ivy Mid Cap Growth Class I Fund Mutual Fund	Other securities	—	—	$2.1M	0.2%
Fidelity Advisor Real Estate Income Fund Mutual Fund	Mutual Funds	—	—	$2.1M	0.2%
MFS Mid Cap Value Class R6 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	0.2%
Vanguard Cash Reserves Federal Admiral Fund Mutual Fund 1 * Fidelity SDBA Fund Self-directed Brokerage Account	Self-Directed Brokerage	—	—	$1.9M	0.2%
Victory Short Term Bond R6 Shares Fund Mutual Fund	Other securities	—	—	$1.6M	0.2%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$1.4M	0.1%
MANAGED INCOME PORTFOLIO COMMINGLED FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$1.2M	0.1%
Vanguard Inflation Protected Securities Fund Mutual Fund	Mutual Funds	—	—	$1.2M	0.1%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$1.0M	0.1%
Fidelity International Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$889K	<0.1%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$798K	<0.1%
FEDERATED HERMES CAPITAL PRESERVATI FEDERATED HERMES, INC. · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$41K	<0.1%
Bespoke Fund Cash	Cash / Money Market	—	—	$20K	<0.1%

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