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Original filing (PDF)20251222090302NAL0005222963001
VEROS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
VEROS TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 4
Late filing · 1.2 moNo auditor on file25% in single holdingNo recordkeeper disclosed
Active participants
124
Accounts w/ balance
144
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
73
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
55
Concentration risk
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 1.2 months past the 10.5-month grace window.
- Top holding "s * Fidelity Investments Freedom Index 2045 Fund" is 25% of plan.
- 44 bps in Schedule C fees — 52% 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 VEROS TECHNOLOGIES, LLC.
Plan sponsor
Name
VEROS TECHNOLOGIES, LLC
EIN
47-2340721
Address
11921 FREEDOM DRIVE, SUITE 550 · RESTON, VA · 20190
Phone
(703) 736-8330
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
2025-12-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS ADVISORY | 84-4383499 | — | ADVISOR | $4K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO. | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| UNIGLOBAL PESNION PLANNING INC | 13-3601506 | — | CONTRACT ADMINISTRATOR | $1K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECODKEEPER | $5K | — |
| S B H U LIFE AGENCY INC. | 13-2896238 | — | OTHER SERVICES | $0 | — |
Investments
36 direct securities· $18.3M(98% of reported assets)
Uncategorized
$13.6M
35 holdings
Mutual Funds
$4.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Freedom Index 2045 Fund | Mutual Funds | — | — | $4.6M | 25.0% | |
| Fidelity Investments Freedom Index 2050 Fund | — | — | — | $3.5M | 18.6% | |
| Fidelity Investments Freedom Index 2040 Fund | — | — | — | $2.9M | 15.7% | |
| Fidelity Investments 500 Index Fund | — | — | — | $1.2M | 6.2% | |
| Fidelity Investments Freedom Index 2055 Fund | — | — | — | $1.1M | 6.1% | |
| Fidelity Investments Freedom Index 2035 Fund | — | — | — | $712K | 3.8% | |
| Fidelity Investments Contrafund Fund | — | — | — | $573K | 3.1% | |
| Fidelity Investments Freedom Index 2060 Fund | — | — | — | $439K | 2.4% | |
| Fidelity Investments Freedom Index 2030 Fund | — | — | — | $420K | 2.3% | |
| Putnam Investments Large Cap Value Fund | — | — | — | $293K | 1.6% | |
| Fidelity Investments Fidelity International Cap Appreciation Fund | — | — | — | $264K | 1.4% | |
| Fidelity Investments Fidelity Blue Chip Growth Fund | — | — | — | $234K | 1.3% | |
| Fred Alger Management Capital Appreciation Fund | — | — | — | $201K | 1.1% | |
| Fidelity Investments Select Technology Fund | — | — | — | $197K | 1.1% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $195K | 1.1% | |
| Fidelity Investments Small Cap Growth Fund | — | — | — | $191K | 1.0% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $181K | 1.0% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund | — | — | — | $143K | 0.8% | |
| John Hancock Balanced Fund | — | — | — | $137K | 0.7% | |
| Fidelity Investments Total Bond Fund | — | — | — | $106K | 0.6% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $94K | 0.5% | |
| Fidelity Investments Freedom Index 2015 Fund | — | — | — | $85K | 0.5% | |
| Fidelity Investments Select Utilities Fund | — | — | — | $83K | 0.4% | |
| Undiscoverd Managers Behavioral ValueFund | — | — | — | $63K | 0.3% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $59K | 0.3% | |
| Fidelity Investments Freedom Index 2025 Fund | — | — | — | $56K | 0.3% | |
| Fidelity Investments Global Export US Index | — | — | — | $51K | 0.3% | |
| Fidelity Investments Freedom Index 2065 Fund | — | — | — | $47K | 0.3% | |
| PIMCO CompPlus Fund | — | — | — | $41K | 0.2% | |
| Columbia Emerging Markets Fund | — | — | — | $37K | 0.2% | |
| Eaton Float Rate Advanced Fund | — | — | — | $23K | 0.1% | |
| Fred Alger Management Small-Mid Cap FOC Fund | — | — | — | $23K | 0.1% | |
| Columbia Small Cap Value Fund | — | — | — | $16K | <0.1% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $13K | <0.1% | |
| Fidelity Investments Freedom Index 2020 Fund | — | — | — | $12K | <0.1% | |
| American Funds America Mutual Fund | — | — | — | $8K | <0.1% |