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Original filing (PDF)20240807091249NAL0003368497001

VERISTOR SYSTEMS, INC.

Form 5500
FILING_RECEIVED
VERISTOR SYSTEMS, INC. 401(K) PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 7.7 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
81
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 7.7 months past the 10.5-month grace window.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERISTOR SYSTEMS, INC..
Plan sponsor
Name
VERISTOR SYSTEMS, INC.
EIN
58-2666393
Address
4850 RIVER GREEN PARKWAY · DULUTH, GA · 30096
Phone
(678) 990-1593
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
2023-01-31
Filed
2024-08-07
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)
Audit & trust (Schedule H)
Auditor
ANTHONY M. PONTARELLI, CPA, LLC
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
NATIONWIDECOLUMBUS, OHRECORDKEEPER$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
THE RETIREMENT ADVANTAGE, INC39-1816008APPLETON, WITPA$0
Other
1
NameEINLocationRelationDirect compIndirect comp
PARK PLACE SECURITIES LLCNEW YORK, NYSERVICE PROVIDER$0

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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