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Original filing (PDF)20250729131043NAL0003331265001
VERVE, A CREDIT UNION
Form 5500
FILING_RECEIVED
VERVE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
266
Accounts w/ balance
328
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
13 pooled trusts
Schedule D
4 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: ALLSPRING CORE PLUS BOND CIT (extraction pending)]" is 50% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERVE, A CREDIT UNION.
Plan sponsor
Name
VERVE, A CREDIT UNION
EIN
39-0711674
Address
107 W MAIN ST · LITTLE CHUTE, WI · 54140
Phone
(920) 236-7040
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
033
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $21K | — |
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | INVESTMENT ADVISOR | $6K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT STRATEGIES LLC | 27-0017183 | — | TPA | $8K | — |
Investments
13 pooled funds· $4.2M(19% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALLSPRING CORE PLUS BOND CIT MIDI SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $2.1M | 9.4% | |
| AB US LARGE CAP GROWTH W SERS CL MS GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $1.4M | $2.0M | 9.1% | |
| JANUS HENDERSON ENTERPRISE CF CL MS GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $42K | 0.2% | |
| MFS MID CAP VALUE FUND CL 2W AST WILMINGTON TRUST · EIN 38-4139822 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% | |
| FIRST EAGLE SMALL CAP OPPORTUNITY BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 87-6383971 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LORD ABBETT SMALL CAP GROWTH TRUST GREAT GRAY · EIN 38-4139856 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMREICAN AGGRESSIVE ALLOCATION FD I ALTA TRUST · EIN 88-1329967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CONSERVATIVE ALLOCATION I ALTA TRUST · EIN 88-1370364 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN MODERATE ALLOCATION CL I ALTA TRUST · EIN 88-1393866 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM CORE CONSER BOND CIT R1 GREAT GRAY · EIN 38-7271359 / PN 753 | Common Collective Trust | — | — | $0 | <0.1% | |
| GGT WESTERN ASSET CORE PLUS BOND R1 GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| MARTIN CURRIE EMERGING MKTS CIT R1 GREAT GRAY · EIN 82-4565709 / PN 376 | Common Collective Trust | — | — | $0 | <0.1% |
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