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Original filing (PDF)20240816145910NAL0014420641001
VERITAS TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
VERITAS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,753
Accounts w/ balance
2,926
Plan assets (EOY)
$595.1M
Net assets (EOY)
$595.1M
How this plan invests
This plan
15 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 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
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 10 bps in Schedule C fees — 67% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERITAS TECHNOLOGIES LLC.
Plan sponsor
Name
VERITAS TECHNOLOGIES LLC
EIN
47-2839960
Address
2625 AUGUSTINE DRIVE · SANTA CLARA, CA · 95054
Phone
(650) 933-1000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-08-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MOSSSA ADAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $274K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $199K | — |
| HYAS GROUP, LLC | — | PORTLAND, OR | NONE | $53K | — |
| MOSS ADAMS LLP | — | PASADENA, CA | NONE | $38K | — |
| VENABLE, LLP | — | BALTIMORE, MD | NONE | $31K | — |
Investments
15 pooled funds· $239.0M(40% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE RETIRE HYBRID 2040 TRS T. ROWE PRICE · EIN 35-6785642 / PN 013 | Common Collective Trust | $35.6M | 6.0% |
| T ROWE PRICE RETIRE HYBRID 2035 TRS T. ROWE PRICE · EIN 35-6785642 / PN 012 | Common Collective Trust | $35.3M | 5.9% |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | $34.0M | 5.7% |
| T ROWE PRICE RETIRE HYBRID 2030 TRS T. ROWE PRICE · EIN 35-6785642 / PN 011 | Common Collective Trust | $29.1M | 4.9% |
| T ROWE PRICE RETIRE HYBRID 2045 TRS T. ROWE PRICE · EIN 35-6785642 / PN 014 | Common Collective Trust | $27.0M | 4.5% |
| T ROWE PRICE RETIRE HYBRID 2025 TRS T. ROWE PRICE · EIN 35-6785642 / PN 010 | Common Collective Trust | $25.2M | 4.2% |
| T ROWE PRICE RETIRE HYBRID 2050 TRS T. ROWE PRICE · EIN 35-6785642 / PN 015 | Common Collective Trust | $21.4M | 3.6% |
| T ROWE PRICE RETIRE HYBRID 2055 TRS FRONTEGRA FUNDS · EIN 35-6785642 / PN 016 | Common Collective Trust | $12.2M | 2.0% |
| T ROWE PRICE RETIRE HYBRID 2020 TRS T. ROWE PRICE · EIN 35-6785642 / PN 009 | Common Collective Trust | $8.1M | 1.4% |
| T ROWE PRICE RETIRE HYBRID BAL TRST T. ROWE PRICE · EIN 35-6785642 / PN 005 | Common Collective Trust | $4.0M | 0.7% |
| T ROWE PRICE RETIRE HYBRID 2060 TRS T. ROWE PRICE · EIN 35-6785642 / PN 018 | Common Collective Trust | $3.8M | 0.6% |
| T ROWE PRICE RETIRE HYBRID 2015 TRS T. ROWE PRICE · EIN 35-6785642 / PN 008 | Common Collective Trust | $2.3M | 0.4% |
| T ROWE PRICE RETIRE HYBRID 2065 TRS T. ROWE PRICE · EIN 35-6785642 / PN 000 | Common Collective Trust | $571K | <0.1% |
| T ROWE PRICE RETIRE HYBRID 2010 TRS T. ROWE PRICE · EIN 35-6785642 / PN 007 | Common Collective Trust | $316K | <0.1% |
| T ROWE PRICE RETIRE HYBRID 2005 TRS T. ROWE PRICE · EIN 35-6785642 / PN 006 | Common Collective Trust | $119K | <0.1% |
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