Arlene Gaitan signed Vericast Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vericast Corp.'s EIN is 58-0278260.
Download the official 2024 Form 5500 (PDF) for Vericast Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vericast Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $427K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISORY | $75K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| (349,466 shares) | Other securities | — | $349K | $167.4M | 18.9% | |
| VANGUARD RUSSELL 1000 GROWTH CIT VANGUARD FIDUCIARY TRUST COMPANY · EIN 22-6932947 / PN 001 | Common Collective Trust | — | $878K | $144.2M | 16.3% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | $3.7M | $65.4M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | $524K | $44.1M | 5.0% | |
| American Funds Europacific Growth Fund (785,090 shares) | Mutual Funds | — | $785K | $42.2M | 4.8% | |
| JP Morgan Equity Income Fund (1,714,786 shares) | Other securities | — | $1.7M | $41.1M | 4.6% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | $428K | $41.0M | 4.6% | |
| JP Morgan Mid Cap Growth Fund (770,564 shares) | Other securities | — | $771K | $39.9M | 4.5% | |
| Pioneer Bond Fund (4,826,183 shares) | Other securities | — | $4.8M | $39.2M | 4.4% | |
| John Hancock Disciplined Mid Cap Fund (1,016,627 shares) | Other securities | — | $1.0M | $27.4M | 3.1% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | $282K | $25.2M | 2.9% | |
| Vanguard Mid Cap Index Fund (295,112 shares) | Common Collective Trusts | — | $295K | $21.3M | 2.4% | |
| BLACKROCK MSCI ACWI EX US R GREAT GRAY TRUST COMPANY, LLC · EIN 81-1950980 / PN 013 | Common Collective Trust | — | $1.2M | $20.4M | 2.3% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | $244K | $19.6M | 2.2% | |
| Invesco Small Cap Growth Fund (484,952 shares) | Mutual Funds | — | $485K | $18.6M | 2.1% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | $181K | $18.1M | 2.0% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | $175K | $17.8M | 2.0% | |
| SMALL CAP VALUE FUND II CLASS R6 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $835K | $15.3M | 1.7% | |
| Pimco Income Fund (1,426,848 shares) | Mutual Funds | — | $1.4M | $15.0M | 1.7% | |
| Vanguard Russell 2000 Index Fund (31,648 shares) | Common Collective Trusts | — | $32K | $10.8M | 1.2% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | $133K | $10.1M | 1.1% | |
| PIMCO REAL RETURN COLLECTIVE INV TR SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | $591K | $9.0M | 1.0% | |
| Vanguard Russell 1000 Growth Institutional Index Fund (21,893 shares) | Common Collective Trusts | — | $22K | $6.9M | 0.8% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | $80K | $5.5M | 0.6% | |
| PRINCIPAL GLOBAL REAL ESTATE FUND T PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 27-5279909 / PN 001 | Common Collective Trust | — | $25K | $5.4M | 0.6% | |
| Participant loans varying maturity dates | Participant loans | — | — | $4.5M | 0.5% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | $23K | $2.8M | 0.3% | |
| BNY Mellon Global Fixed Income Fund (101,138 shares) | Other securities | — | $101K | $2.0M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $26K | $1.7M | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | $18K | $720K | <0.1% | |
| BlackRock BLF Fed Fund | Other securities | — | — | $475K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | $9K | $213K | <0.1% | |
| Massachusetts Mutual Life Insurance Company Life Insurance Contracts | Common Stocks | — | — | $33K | <0.1% | |
| Guardian Life Insurance Company of America Life Insurance Contracts | Common Stocks | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG US LLP | 34-6565596 | — | ACCOUNTANT | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAYNES AND BOONE LLP | 75-1312888 | — | LEGAL | $14K | — |
