Melissa Janowski signed Versiti, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Versiti, Inc.'s EIN is 45-4675354.
Download the official 2024 Form 5500 (PDF) for Versiti, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Versiti, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | NONE | $195K | — |
| CAPTRUST FINANCIAL | 26-0058143 | — | NONE | $32K | — |
| GRANTTHORNTON LLP | 36-6055558 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Institutional Target 2035 Inv Mutual Fund | Mutual Funds | — | — | $21.6M | 13.0% | |
| Vanguard Target Institutional Target 2045 Inv Mutual Fund | Mutual Funds | — | — | $19.0M | 11.4% | |
| Vanguard Target Institutional Target 2040 Inv Mutual Fund | Mutual Funds | — | — | $18.4M | 11.1% | |
| Vanguard Target Institutional Target 2030 Inv Mutual Fund | Mutual Funds | — | — | $17.2M | 10.4% | |
| Vanguard Target Institutional Target 2050 Inv Mutual Fund | Mutual Funds | — | — | $16.1M | 9.7% | |
| Vanguard Target Institutional Target 2025 Inv Mutual Fund | Mutual Funds | — | — | $13.8M | 8.3% | |
| Vanguard Target Institutional Target 2055 Inv Mutual Fund | Mutual Funds | — | — | $11.1M | 6.7% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.4M | 6.3% | |
| Vanguard Target Institutional Target 2060 Inv Mutual Fund | Mutual Funds | — | — | $7.2M | 4.4% | |
| Vanguard Target Institutional Target 2020 Inv Mutual Fund | Mutual Funds | — | — | $5.6M | 3.4% | |
| Brokeragelink Self-Directed Funds | Self-Directed Brokerage | — | — | $4.5M | 2.7% | |
| Vanguard Target Institutional Target 2065 Inv Mutual Fund | Mutual Funds | — | — | $4.2M | 2.5% | |
| Harbor Capital Appreciation Fund Mutual Fund | Other securities | — | — | $3.9M | 2.3% | |
| Notes receivable from participants Participant loans with interest rates ranging from 4.25% to 9.25% | Bonds / Notes | — | — | $2.7M | 1.7% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $2.0M | 1.2% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $1.9M | 1.2% | |
| T. Rowe Price Institutional Large Cap Core Growth Fund Mutual Fund | Other securities | — | — | $1.3M | 0.8% | |
| Baird Aggregate Bond Fund Class Institutional Mutual Fund | Other securities | — | — | $1.1M | 0.6% | |
| DLWR Small Cap Core Value Fund Class R6 Mutual Fund | Other securities | — | — | $972K | 0.6% | |
| Fidelity Total International Index Mutual Fund | Mutual Funds | — | — | $783K | 0.5% | |
| T. Rowe Price Stable Value Fund A Collective Trust Fund | Stable Value | — | — | $756K | 0.5% | |
| American Funds Europac Growth R6 Mutual Fund | Mutual Funds | — | — | $659K | 0.4% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $456K | 0.3% | |
| Vanguard Target Institutional Target 2070 Inv Mutual Fund | Mutual Funds | — | — | $205K | 0.1% | |
| Fidelity Government Money Market Mutual Fund | Mutual Funds | — | — | $184K | 0.1% | |
| ICICI EMP Guaranteed Income For Tomorrow Mutual Fund | Other securities | — | — | $30K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
