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Original filing (PDF)20251027081615NAL0014632114001
VC3, INC.
Form 5500
FILING_RECEIVED
VC3, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
572
Accounts w/ balance
667
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
6 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RETIREGUIDE GROWTH CLASS 2 (no filing on disk)]" is 45% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VC3, INC..
Plan sponsor
Name
VC3, INC.
EIN
57-0993240
Address
1301 GERVAIS STREET, SUITE 1800 · COLUMBIA, SC · 29201
Phone
(803) 733-7333
Industry
Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP LLC | — | MORRISTOWN, NJ | INVESTMENT ADVISOR | $55K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC. | — | WHITE PLAINS, NY | CONTRACT ADMIN | $38K | — |
Investments
6 pooled funds· $21.9M(65% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREGUIDE GROWTH CLASS 2 ALTA TRUST · EIN 84-4095754 / PN 000 | Common Collective Trust | — | — | $9.9M | 29.8% | |
| RETIREGUIDE MODERATE GROWTH CLASS 2 ALTA TRUST · EIN 84-4096529 / PN 000 | Common Collective Trust | — | — | $4.5M | 13.5% | |
| RETIREGUIDE MODERATE GRW & INC CL 2 ALTA TRUST · EIN 84-4096260 / PN 000 | Common Collective Trust | — | — | $3.9M | 11.7% | |
| RETIREGUIDE GROWTH & INCOME CLASS 2 ALTA TRUST · EIN 84-4095989 / PN 000 | Common Collective Trust | — | — | $2.8M | 8.2% | |
| RETIREGUIDE CONSERVATIVE GRW & INC ALTA TRUST · EIN 84-4094462 / PN 000 | Common Collective Trust | — | — | $472K | 1.4% | |
| RETIREGUIDE CONSERVATIVE GROWTH CLA ALTA TRUST · EIN 84-4074165 / PN 000 | Common Collective Trust | — | — | $290K | 0.9% |