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Original filing (PDF)20251014144319NAL0003189217001
VIVENTIUM SOFTWARE, INC.
Form 5500
FILING_RECEIVED
VIVENTIUM SOFTWARE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
231
Accounts w/ balance
249
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIVENTIUM SOFTWARE, INC..
Plan sponsor
Name
VIVENTIUM SOFTWARE, INC.
EIN
47-2442152
Address
768 BEDFORD AVENUE · BROOKLYN, NY · 11205
Phone
(718) 522-2000
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
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE | 52-1309931 | — | RECORDKEEPER | $0 | — |
Investments
24 direct securities · 1 pooled fund· $8.9M(96% of reported assets)
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.
Uncategorized
$8.9M
24 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2055 Investment Fund | — | — | — | $1.7M | 18.2% | |
| iShares S&P 500 Index K | — | — | — | $1.3M | 13.5% | |
| T. Rowe Price Retirement 2045 Investment Fund | — | — | — | $1.0M | 11.0% | |
| T. Rowe Price Retirement 2050 Investment Fund | — | — | — | $1.0M | 10.9% | |
| T. Rowe Price Retirement 2060 Investment Fund | — | — | — | $815K | 8.8% | |
| T. Rowe Price Retirement 2040 Investment Fund | — | — | — | $722K | 7.7% | |
| T. Rowe Price Retirement 2035 Investment Fund | — | — | — | $634K | 6.8% | |
| T. Rowe Price Retirement 2030 Investment Fund | — | — | — | $481K | 5.2% | |
| Participant Loans 4.25% - 9.50% | — | — | — | $193K | 2.1% | |
| T. Rowe Price Retirement 2065 Investment Fund | — | — | — | $157K | 1.7% | |
| Nuveen Large-Cap Growth Index Fund | — | — | — | $153K | 1.6% | |
| Vanguard Mid Cap Index Fund | — | — | — | $133K | 1.4% | |
| Nuveen Large-Cap Value Index Fund | — | — | — | $114K | 1.2% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $98K | 1.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $68K | 0.7% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $62K | 0.7% | |
| T. Rowe Price Retirement 2025 Investment Fund | — | — | — | $56K | 0.6% | |
| Dimensional Fund Advisors US Small Cap Growth | — | — | — | $55K | 0.6% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $52K | 0.6% | |
| Dimensional Fund Advisors Intermediate Government Fixed Income | — | — | — | $51K | 0.5% | |
| T. Rowe Price Government Money Investment | — | — | — | $50K | 0.5% | |
| Dimensional Fund Advisors US Targeted Value Portfolio | — | — | — | $17K | 0.2% | |
| Registered Investment Companies * T. Rowe Price Retirement 2010 Investment Fund | — | — | — | $8K | <0.1% | |
| T. Rowe Price Retirement 2020 Investment Fund | — | — | — | $7K | <0.1% | |
| STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
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