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Original filing (PDF)20251003051544NAL0001061873001
VERACITY ENGINEERING, LLC
Form 5500
FILING_RECEIVED
VERACITY ENGINEERING 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
118
Plan assets (EOY)
$11.7M
Net assets (EOY)
$11.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERACITY ENGINEERING, LLC.
Plan sponsor
Name
VERACITY ENGINEERING, LLC
EIN
52-2328539
Address
955 LENFANT PLAZA SW, · SUITE 7000 · WASHINGTON, DC · 20024
Phone
(202) 253-5138
Industry
Engineering Services· 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
2025-10-03
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | 36-4291971 | — | CONSULTANT | $26K | — |
Investments
25 direct securities · 1 pooled fund· $11.6M(99% 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.
Registered Investment Companies
$9.7M
25 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MET GG SV 25554 - J GREAT GRAY RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $1.9M | 16.5% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $1.7M | 14.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.6M | 13.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.2M | 10.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $977K | 8.3% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $505K | 4.3% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $501K | 4.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $409K | 3.5% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $402K | 3.4% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $379K | 3.2% | |
| FID EMERGING MARKETS INDEX | Registered Investment Companies | — | — | $301K | 2.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $288K | 2.5% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $223K | 1.9% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $200K | 1.7% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $179K | 1.5% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $157K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $144K | 1.2% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $110K | 0.9% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $101K | 0.9% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $93K | 0.8% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $91K | 0.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $59K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $27K | 0.2% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $19K | 0.2% | |
| VANGUARD SHRT TRM TREASURY ADM | Registered Investment Companies | — | — | $15K | 0.1% | |
| DWS REAL ASSETS R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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