BREE Turner signed Veros Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veros Technologies, LLC's EIN is 47-2340721.
Download the official 2024 Form 5500 (PDF) for Veros Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veros Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO. | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| FIDELITY INVESTMENTS | 04-2647786 | — | RECODKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Freedom Index 2045 Fund | Mutual Funds | — | — | $4.6M | 25.0% | |
| Fidelity Investments Freedom Index 2050 Fund | Mutual Funds | — | — | $3.5M | 18.6% | |
| Fidelity Investments Freedom Index 2040 Fund | Mutual Funds | — | — | $2.9M | 15.7% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 6.2% | |
| Fidelity Investments Freedom Index 2055 Fund | Mutual Funds | — | — | $1.1M | 6.1% | |
| Fidelity Investments Freedom Index 2035 Fund | Mutual Funds | — | — | $712K | 3.8% | |
| Fidelity Investments Contrafund Fund | Mutual Funds | — | — | $573K | 3.1% | |
| Fidelity Investments Freedom Index 2060 Fund | Mutual Funds | — | — | $439K | 2.4% | |
| Fidelity Investments Freedom Index 2030 Fund | Mutual Funds | — | — | $420K | 2.3% | |
| Putnam Investments Large Cap Value Fund | Mutual Funds | — | — | $293K | 1.6% | |
| Fidelity Investments Fidelity International Cap Appreciation Fund | Mutual Funds | — | — | $264K | 1.4% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $234K | 1.3% | |
| Fred Alger Management Capital Appreciation Fund | Other securities | — | — | $201K | 1.1% | |
| Fidelity Investments Select Technology Fund | Mutual Funds | — | — | $197K | 1.1% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $195K | 1.1% | |
| Fidelity Investments Small Cap Growth Fund | Mutual Funds | — | — | $191K | 1.0% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $181K | 1.0% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $143K | 0.8% | |
| John Hancock Balanced Fund | Other securities | — | — | $137K | 0.7% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $106K | 0.6% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $94K | 0.5% | |
| Fidelity Investments Freedom Index 2015 Fund | Mutual Funds | — | — | $85K | 0.5% | |
| Fidelity Investments Select Utilities Fund | Mutual Funds | — | — | $83K | 0.4% | |
| Undiscoverd Managers Behavioral ValueFund | Other securities | — | — | $63K | 0.3% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $59K | 0.3% | |
| Fidelity Investments Freedom Index 2025 Fund | Mutual Funds | — | — | $56K | 0.3% | |
| Fidelity Investments Global Export US Index | Mutual Funds | — | — | $51K | 0.3% | |
| Fidelity Investments Freedom Index 2065 Fund | Mutual Funds | — | — | $47K | 0.3% | |
| PIMCO CompPlus Fund | Mutual Funds | — | — | $41K | 0.2% | |
| Columbia Emerging Markets Fund | Other securities | — | — | $37K | 0.2% | |
| Eaton Float Rate Advanced Fund | Other securities | — | — | $23K | 0.1% | |
| Fred Alger Management Small-Mid Cap FOC Fund | Other securities | — | — | $23K | 0.1% | |
| Columbia Small Cap Value Fund | Other securities | — | — | $16K | <0.1% | |
| Fidelity Investments U.S. Bond Index Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| Fidelity Investments Freedom Index 2020 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| American Funds America Mutual Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| AMERITAS ADVISORY |
| 84-4383499 |
| — |
| ADVISOR |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PESNION PLANNING INC | 13-3601506 | — | CONTRACT ADMINISTRATOR | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC. | 13-2896238 | — | OTHER SERVICES | $0 | — |
