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 ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 | — | RECORD KEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL | 26-0058143 | — | NONE | $27K | — |
| GRANTTHORNTON LLP | 36-6055558 | — | NONE |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Target 2035 Inv Registered Investment Company Fund | Mutual Funds | — | — | $11.4M | 11.9% | |
| Vanguard Institutional Target 2030 Inv Registered Investment Company Fund | Mutual Funds | — | — | $10.8M | 11.3% | |
| Vanguard Institutional Target 2040 Inv Registered Investment Company Fund | Mutual Funds | — | — | $10.3M | 10.8% | |
| Vanguard Institutional Target 2025 Inv Registered Investment Company Fund | Mutual Funds | — | — | $8.0M | 8.3% | |
| TIAA Traditional Non Benefit Responsive TIAA Traditional Annuity Contract | Mutual Funds | — | — | $6.7M | 7.1% | |
| Fidelty 500 Index Registered Investment Company Fund | Common Collective Trusts | — | — | $6.0M | 6.3% | |
| Vanguard Institutional Target 2045 Inv Registered Investment Company Fund | Mutual Funds | — | — | $5.6M | 5.8% | |
| Vanguard Institutional Target 2020 Inv Registered Investment Company Fund | Mutual Funds | — | — | $5.0M | 5.2% | |
| CREF Stock R1 Registered Investment Company Fund | Mutual Funds | — | — | $4.7M | 4.9% | |
| Vanguard Institutional Target 2050 Inv Registered Investment Company Fund | Mutual Funds | — | — | $3.6M | 3.7% | |
| CREF Growth R1 Registered Investment Company Fund | Mutual Funds | — | — | $3.2M | 3.4% | |
| Brokeragelink Self-Directed Funds | Self-Directed Brokerage | — | — | $3.2M | 3.4% | |
| Harbor Capital Appreciation Fund Registered Investment Company Fund | Common Stocks | — | — | $2.7M | 2.8% | |
| CREF Global Equities R1 Registered Investment Company Fund | Mutual Funds | — | — | $1.8M | 1.9% | |
| CREF Equity Index R1 Registered Investment Company Fund | Common Collective Trusts | — | — | $1.8M | 1.9% | |
| Vanguard Institutional Target 2055 Inv Registered Investment Company Fund | Mutual Funds | — | — | $1.2M | 1.2% | |
| Nuveen Lifecycle 2040 Retire Registered Investment Company Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| Vanguard Target Retirement Income Inv Fund Registered Investment Company Fund | Mutual Funds | — | — | $845K | 0.9% | |
| Baird Aggregate Bond Instl Fund Registered Investment Company Fund | Common Stocks | — | — | $794K | 0.8% | |
| T.Rowe Price Institutional Large Cap Value Fund Registered Investment Company Fund | Common Stocks | — | — | $665K | 0.7% | |
| CREF Social Choice R1 Registered Investment Company Fund | Mutual Funds | — | — | $633K | 0.7% | |
| Fidelity Extended Market Index Fund Registered Investment Company Fund | Common Collective Trusts | — | — | $523K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $457K | 0.5% | |
| Federated Hermes MGL Small Cap Core Fund Class R6 Registered Investment Company Fund | Common Stocks | — | — | $446K | 0.5% | |
| CREF Core Bond R1 Registered Investment Company Fund | Mutual Funds | — | — | $429K | 0.4% | |
| EMP Guaranteed Inc. Registered Investment Company Fund | Common Stocks | — | — | $402K | 0.4% | |
| American Funds EuroPacific Growth Fund Class R6 Registered Investment Company Fund | Mutual Funds | — | — | $323K | 0.3% | |
| Fidelity Total International Index Fund Registered Investment Company Fund | Common Collective Trusts | — | — | $289K | 0.3% | |
| Vanguard Institutional Target 2065 Inv Registered Investment Company Fund | Mutual Funds | — | — | $283K | 0.3% | |
| Notes receivable from participants Participant loans with interest rates ranging from 3.25% to 9.5% | Bonds / Notes | — | — | $282K | 0.3% | |
| Fidelity Government Money Market Fund Registered Investment Company Fund ** 251 * Fidelity US Bond Index Registered Investment Company Fund | Mutual Funds | — | — | $243K | 0.3% | |
| Nuveen Lifecycle 2030 Retire Registered Investment Company Fund | Mutual Funds | — | — | $231K | 0.2% | |
| Nuveen Internatl Equity Retire Registered Investment Company Fund | Mutual Funds | — | — | $210K | 0.2% | |
| CREF Money Market R1 Registered Investment Company Fund | Mutual Funds | — | — | $181K | 0.2% | |
| Nuveen Lifecycle 2020 Retire Registered Investment Company Fund | Mutual Funds | — | — | $170K | 0.2% | |
| CREF Inflation-Linked Bond R1 Registered Investment Company Fund | Mutual Funds | — | — | $162K | 0.2% | |
| Nuveen Quant Sm Cp Eq Retire Registered Investment Company Fund | Mutual Funds | — | — | $149K | 0.2% | |
| Nuveen Lifecycle 2035 Retire Registered Investment Company Fund | Mutual Funds | — | — | $148K | 0.2% | |
| Nuveen Large Cap Value Retire Registered Investment Company Fund | Mutual Funds | — | — | $118K | 0.1% | |
| Nuveen Mid Cap Value Retire Registered Investment Company Fund | Mutual Funds | — | — | $112K | 0.1% | |
| Nuveen Mid Cap Growth Retire Registered Investment Company Fund | Mutual Funds | — | — | $98K | 0.1% | |
| Nuveen Lifecycle 2025 Retire Registered Investment Company Fund | Mutual Funds | — | — | $93K | <0.1% | |
| Nuveen Lifecycle 2015 Retire Registered Investment Company Fund | Mutual Funds | — | — | $75K | <0.1% | |
| Plan Loan Default Fund TIAA Traditional Annuity Contract | Mutual Funds | — | — | $59K | <0.1% | |
| Vanguard Institutional Target 2060 Inv Registered Investment Company Fund | Mutual Funds | — | — | $56K | <0.1% | |
| TIAA Traditional Benefit Responsive TIAA Traditional Annuity Contract | Mutual Funds | — | — | $47K | <0.1% | |
| Nuveen Lifecycle 2010 Retire Registered Investment Company Fund | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $15K |
| — |
