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Original filing (PDF)20251028155015NAL0007068401001
VERADIGM LLC
Form 5500
FILING_RECEIVED
VERADIGM LLC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,790
Accounts w/ balance
4,021
Plan assets (EOY)
$605.0M
Net assets (EOY)
$605.0M
How this plan invests
This plan
20 pooled trusts
Schedule D
58 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERADIGM LLC.
Plan sponsor
Name
VERADIGM LLC
EIN
56-1306083
Address
305 CHURCH AT NORTH HILLS STREET · RALEIGH, NC · 27609
Phone
(919) 847-8102
Industry
Professional & Technical Servicessee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE OF VERADIGM LLC
EIN
56-1306083
City
RALEIGH, NC
Phone
(919) 847-8102
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $275K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $140K | — |
| TRUIST BANK | 56-1074313 | — | NONE | $47K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $796 | — |
Investments
37 direct securities · 20 pooled funds· $1.0B(100% 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
$633.6M
37 holdings
Common Collective Trust
$351.1M
19 holdings
Pooled Separate Account
$26.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX FD CL 3 Common Collective Trust Fund | — | — | — | $103.1M | 17.0% | |
| NT COLLVE S&P 500 IND FD-NL NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $103.1M | 17.0% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company | — | — | — | $65.5M | 10.8% | |
| MFS Large Cap Value Fund Class 3 | — | — | — | $39.5M | 6.5% | |
| MFS HTG TR COMP CIT MFS LCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $39.5M | 6.5% | |
| T. Rowe Price Retirement Hybrid 2030 Trust Class T11 | — | — | — | $28.5M | 4.7% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $28.5M | 4.7% | |
| New York Life Anchor Account IV Fund | — | — | — | $26.7M | 4.4% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $26.7M | 4.4% | |
| TROWE RET HYB TR 2040 T11 Common Collective Trust Fund | — | — | — | $25.4M | 4.2% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $25.4M | 4.2% | |
| Northern Trust Extended Equity Market Index Fund - DC - Non-Lending - Class 3 | — | — | — | $22.5M | 3.7% | |
| NT COLLVE EXTND EQ MKT IND FD-NL NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $22.5M | 3.7% | |
| MetWest Total Return Bond Fund D | — | — | — | $21.1M | 3.5% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $21.1M | 3.5% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $20.9M | 3.5% | |
| BlackRock Technology Opportunities Fund Class K | — | — | — | $20.8M | 3.4% | |
| Self-directed personal choice retirement accounts | — | — | — | $20.6M | 3.4% | |
| Northern Trust All Country World Index ex-US Fund - DC - Non-Lending Class 3 | — | — | — | $19.3M | 3.2% | |
| NT ALL CTRY WORLD EX US MKT 3 NORTHERN TRUST INVESTMENTS INC · EIN 26-6380133 / PN 001 | Common Collective Trust | — | — | $19.3M | 3.2% | |
| Northern Trust Aggregate Bond Index Fund - Non-Lending - Class 3 | — | — | — | $17.7M | 2.9% | |
| NT COLLVE AGG BOND IND FD-NL NORTHERN TRUST INVESTMENTS, INC · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $17.7M | 2.9% | |
| BLACKROCK MD CAP GWTH PORT K Registered Investment Company | — | — | — | $16.7M | 2.8% | |
| TROWE RET HYB TR 2045 T11 Common Collective Trust Fund | — | — | — | $15.6M | 2.6% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $15.6M | 2.6% | |
| T. Rowe Price Retirement Hybrid 2035 Trust Class T11 | — | — | — | $15.5M | 2.6% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $15.5M | 2.6% | |
| American Funds EuroPacific Growth Fund Class R6 | — | — | — | $15.4M | 2.6% | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | — | — | — | $15.1M | 2.5% | |
| JHCOCK3 DISCIPLINED VAL MCP R6 Registered Investment Company | — | — | — | $15.1M | 2.5% | |
| TROWE RET HYB TR 2050 T11 Common Collective Trust Fund | — | — | — | $13.7M | 2.3% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $13.7M | 2.3% | |
| American Century Small Cap Value Fund Class R6 | — | — | — | $13.0M | 2.2% | |
| MainStay MacKay High Yield Corporate Bond Fund Class R6 | — | — | — | $12.2M | 2.0% | |
| HARTFORD INT OPP FND CLSS R6 Registered Investment Company | — | — | — | $10.9M | 1.8% | |
| The Hartford International Opportunities Fund Class R6 | — | — | — | $10.9M | 1.8% | |
| TROWE RET HYB TR 2025 T11 Common Collective Trust Fund | — | — | — | $9.3M | 1.5% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.5% | |
| T. Rowe Price Retirement Hybrid 2055 Trust Class T11 | — | — | — | $6.5M | 1.1% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.5M | 1.1% | |
| T. Rowe Price Retirement Hybrid 2020 Trust Class T11 | — | — | — | $6.0M | 1.0% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| T. Rowe Price International Discovery Fund Class I | — | — | — | $5.7M | 0.9% | |
| PARTICIPANT LOANS (3.25% - 9.50%) | — | — | — | $3.9M | 0.6% | |
| and maturity dates ranging from 1/16/2025 and 12/16/2033 | — | — | — | $3.9M | 0.6% | |
| TROWE RET HYB TR 2060 T11 Common Collective Trust Fund | — | — | — | $3.1M | 0.5% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| AB Global Bond Fund Class Z | — | — | — | $2.6M | 0.4% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $2.5M | 0.4% | |
| T. Rowe Price Retirement Hybrid 2005 Trust Class T11 | — | — | — | $2.2M | 0.4% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.4% | |
| T. Rowe Price Retirement Hybrid 2010 Trust Class T11 | — | — | — | $710K | 0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $710K | 0.1% | |
| T. Rowe Price Retirement Hybrid 2015 Trust Class T11 | — | — | — | $640K | 0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $640K | 0.1% | |
| T. Rowe Price Retirement Hybrid 2065 Trust Class T11 | — | — | — | $613K | 0.1% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $613K | 0.1% |