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Original filing (PDF)20251003070301NAL0001114177001
VIZIENT, INC.
Form 5500
FILING_RECEIVED
VIZIENT 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,629
Accounts w/ balance
6,115
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
14 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)
93
/ 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
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIZIENT, INC..
Plan sponsor
Name
VIZIENT, INC.
EIN
38-2182248
Address
290 E. JOHN CARPENTER FWY · IRVING, TX · 75062
Phone
(972) 830-0000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
335
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD | 23-1945930 | — | FIDUCIARY | $770K | — |
Investments
26 direct securities · 14 pooled funds· $1.7B(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
$1.1B
26 holdings
Common Collective Trust
$658.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus Mutual Fund | — | — | — | $196.0M | 17.6% | |
| Vanguard Target Ret 2035 Fund Common/Collective Trust | — | — | — | $116.7M | 10.5% | |
| VFTC TGT RTMNT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $116.7M | 10.5% | |
| Vanguard Target Ret 2040 Fund Common/Collective Trust | — | — | — | $98.8M | 8.9% | |
| VFTC TGT RTMNT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $98.8M | 8.9% | |
| Vanguard Target Ret 2045 Fund Common/Collective Trust | — | — | — | $85.9M | 7.7% | |
| VFTC TGT RTMNT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $85.9M | 7.7% | |
| Vanguard Target Ret 2030 Fund Common/Collective Trust | — | — | — | $84.9M | 7.6% | |
| VFTC TGT RTMNT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $84.9M | 7.6% | |
| Vanguard Target Ret 2025 Fund Common/Collective Trust | — | — | — | $71.6M | 6.4% | |
| VFTC TGT RTMNT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $71.6M | 6.4% | |
| Vanguard Target Ret 2050 Fund Common/Collective Trust | — | — | — | $65.5M | 5.9% | |
| VFTC TGT RTMNT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $65.5M | 5.9% | |
| Vanguard Total Intl Stk Inst Mutual Fund | — | — | — | $65.4M | 5.9% | |
| Vanguard Total Bond Index Inst Mutual Fund | — | — | — | $64.0M | 5.8% | |
| Vanguard Extend Mkt Index Inst Mutual Fund | — | — | — | $46.4M | 4.2% | |
| Vanguard Target Ret 2055 Fund Common/Collective Trust | — | — | — | $38.8M | 3.5% | |
| VFTC TGT RTMNT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $38.8M | 3.5% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $37.8M | 3.4% | |
| Vanguard Target Ret 2020 Fund Common/Collective Trust | — | — | — | $23.9M | 2.1% | |
| VFTC TGT RTMNT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $23.9M | 2.1% | |
| Vanguard Target Ret 2060 Fund Common/Collective Trust | — | — | — | $18.3M | 1.6% | |
| VFTC TGT RTMNT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $18.3M | 1.6% | |
| Vanguard Health Care Fund Adm Mutual Fund | — | — | — | $18.1M | 1.6% | |
| Vanguard Int'l Growth Adm Mutual Fund | — | — | — | $14.7M | 1.3% | |
| Columbia Discipl Core Inst’l 2 Mutual Fund | — | — | — | $11.9M | 1.1% | |
| Vanguard Target Retire Inc Tr Fund Common/Collective Trust | — | — | — | $8.9M | 0.8% | |
| VFTC TGT RTMNT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $8.9M | 0.8% | |
| Vanguard Real Est Idx Fnd Inst Mutual Fund | — | — | — | $7.4M | 0.7% | |
| Notes receivable from participants Interest rates ranging from 4.25% - 10.5% | — | — | — | $7.0M | 0.6% | |
| MFS Blend Res Equity Fund Mutual Fund | — | — | — | $6.6M | 0.6% | |
| Vanguard Emerging Markets Stk Index Mutual Fund | — | — | — | $6.6M | 0.6% | |
| PGIM Total Return Z Mutual Fund | — | — | — | $5.8M | 0.5% | |
| Vanguard Target Ret 2065 Fund Common/Collective Trust | — | — | — | $5.5M | 0.5% | |
| VFTC TGT RTMNT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| Vanguard Inflation-Protect Adm Mutual Fund | — | — | — | $3.9M | 0.4% | |
| Vanguard Target Ret 2070 Fund Common/Collective Trust | — | — | — | $1.6M | 0.1% | |
| VFTC TGT RTMNT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083984 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.1% | |
| Vanguard Fed Money Mkt Mutual Fund | — | — | — | $758K | <0.1% | |
| VANGUARD TGT RET INC & GROWTH TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6418227 / PN 001 | Common Collective Trust | — | — | $381K | <0.1% |
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