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Original filing (PDF)20251014141619NAL0006373218001
VETERANS EZ INFO, INC.
Form 5500
FILING_RECEIVED
VETSEZ 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
243
Accounts w/ balance
282
Plan assets (EOY)
$12.8M
Net assets (EOY)
$12.8M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 57 bps in Schedule C fees — 96% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VETERANS EZ INFO, INC..
Plan sponsor
Name
VETERANS EZ INFO, INC.
EIN
45-5090104
Address
1901 1ST AVE, SUITE 192 · SAN DIEGO, CA · 92101
Phone
(866) 839-1322
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDG-CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE CAPITAL GROUP | — | BETHESDA, MD | INVESTMENT MANAGER | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $45K | — |
Investments
32 direct securities· $13.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.0M | 15.4% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $1.3M | 10.0% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $1.1M | 8.9% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $1.1M | 8.7% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $1.1M | 8.2% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $963K | 7.5% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $787K | 6.1% | |
| AB Large Cap Growth Z Mutual Fund | — | — | — | $726K | 5.6% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $616K | 4.8% | |
| Schwab Bank Savings Interest-bearing Cash | — | — | — | $393K | 3.1% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $364K | 2.8% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $330K | 2.6% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $325K | 2.5% | |
| Participant loans Interest rates from 4.25% to 9.50%; Various maturities -0- | — | — | — | $294K | 2.3% | |
| Fuller & Thaler Behavioral SmCp Eq R6 Mutual Fund | — | — | — | $251K | 2.0% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $215K | 1.7% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $185K | 1.4% | |
| Vanguard MidCap Value Index Admiral Mutual Fund | — | — | — | $141K | 1.1% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $115K | 0.9% | |
| JPMorgan Emerging Markets Equity R6 Mutual Fund | — | — | — | $103K | 0.8% | |
| Brandywine Global Corp Credit IS Mutual Fund | — | — | — | $103K | 0.8% | |
| American Funds Bond Fund of America R6 Mutual Fund | — | — | — | $102K | 0.8% | |
| Principal Real Estate Securities Fd R-6 Mutual Fund | — | — | — | $82K | 0.6% | |
| Northern Mid Cap Index Mutual Fund | — | — | — | $76K | 0.6% | |
| Fidelity International Index Mutual Fund | — | — | — | $74K | 0.6% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $70K | 0.5% | |
| PIMCO International Bond (USDHdg) Instl Mutual Fund | — | — | — | $64K | 0.5% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $46K | 0.4% | |
| Fidelity Total Bond Fund Mutual Fund | — | — | — | $43K | 0.3% | |
| Parametric International Equity I Mutual Fund | — | — | — | $26K | 0.2% | |
| BNY Mellon Global Real Return I Mutual Fund | — | — | — | $17K | 0.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $9K | <0.1% |
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