Joe Santos signed Verified Credentials, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verified Credentials, LLC's EIN is 41-1505620.
Download the official 2024 Form 5500 (PDF) for Verified Credentials, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verified Credentials, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WACKER & ASSOCIATES, INC. | — | JACKSON, MN | ADVISOR | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $2.7M | 13.6% | |
| Vanguard LifeStrategy Growth Inv Mutual Fund | Mutual Funds | — | — | $2.6M | 12.8% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $2.1M | 10.5% | |
| American Funds Fundamental Invs R5 Mutual Fund | Mutual Funds | — | — | $1.9M | 9.3% | |
| Vanguard LifeStrategy Moderate Gr Inv Mutual Fund | Mutual Funds | — | — | $1.7M | 8.7% | |
| Various Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $1.6M | 7.8% | |
| BlackRock Global Allocation Inv A Mutual Fund | Other securities | — | — | $1.1M | 5.7% | |
| Vanguard Selected Value Inv Mutual Fund | Mutual Funds | — | — | $869K | 4.3% | |
| Wasatch Micro Cap Mutual Fund | Other securities | — | — | $798K | 4.0% | |
| Fidelity Intl Growth Fund Mutual Fund | Mutual Funds | — | — | $778K | 3.9% | |
| Franklin Mutual Global Discovery Z Mutual Fund | Mutual Funds | — | — | $724K | 3.6% | |
| Fidelity Natural Resources Fund Mutual Fund | Mutual Funds | — | — | $508K | 2.5% | |
| Allspring Precious Metals Fund A Mutual Fund | Other securities | — | — | $496K | 2.5% | |
| PIMCO Total Return A Mutual Fund | Mutual Funds | — | — | $453K | 2.3% | |
| Vanguard LifeStrategy Cnsrv Gr Inv Mutual Fund | Mutual Funds | — | — | $337K | 1.7% | |
| Fidelity Advisor Strategic Income Fund Mutual Fund | Mutual Funds | — | — | $246K | 1.2% | |
| Notes Receivable from Participants Participant Loans*** | Participant loans | — | — | $230K | 1.1% | |
| TD Bank Instl MMDA FTCIMA Mutual Fund | Other securities | — | — | $225K | 1.1% | |
| Calamos Market Neutral Income A Mutual Fund | Other securities | — | — | $158K | 0.8% | |
| Acadian Emerging Mkts Port Mutual Fund | Other securities | — | — | $157K | 0.8% | |
| Vanguard Inflation-Protected Secs Inv Mutual Fund | Mutual Funds | — | — | $108K | 0.5% | |
| Vanguard LifeStrategy Income Inv Mutual Fund | Mutual Funds | — | — | $104K | 0.5% | |
| Fidelity China Region Mutual Fund | Mutual Funds | — | — | $64K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
