Alexandria Wolfe signed Veritas Prime's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veritas Prime's EIN is 46-3896127.
Download the official 2024 Form 5500 (PDF) for Veritas Prime from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veritas Prime's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| CMC ADVISORS, INC. | 13-4187117 | — | NONE | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.0M | 95.4% | |
| [Assets held in participant loans] | Other | — | — | $204K | 2.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $20K | 0.2% |
