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Original filing (PDF)20250912101649NAL0003394178001
VERACITY RESEARCH CO., LLC
Form 5500
FILING_RECEIVED
VRC 401(K) & PROFIT SHARING PROGRAM - FINAL
401(k) retirement plan
Signals · 1
50% in single holding
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Company b b" is 50% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERACITY RESEARCH CO., LLC.
Plan sponsor
Name
VERACITY RESEARCH CO., LLC
EIN
73-1480470
Address
1104 DALLAS DRIVE, STE 220 · DENTON, TX · 76205
Phone
(940) 240-5029
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
FIDUCIARY WISE
EIN
81-3799174
City
GILBERT, AZ
Phone
(480) 855-5578
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-11-12
Filed
2025-09-12
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $11K | — |
Investments
30 direct securities· $5.4M
Uncategorized
$5.1M
28 holdings
Mutual Funds
$364K
1 holding
Guaranteed Income / GIC
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Company b | — | — | — | $2.7M | 50.0% | |
| Investor Shares b Vanguard Target Retirement 2050 Fund N/R | — | — | — | $393K | 7.2% | |
| b Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $364K | 6.7% | |
| Investor Shares b Vanguard Target Retirement 2040 Fund N/R | — | — | — | $279K | 5.1% | |
| Investor Shares b Vanguard Target Retirement 2035 Fund N/R | — | — | — | $268K | 4.9% | |
| Investor Shares b Vanguard Target Retirement 2060 Fund N/R | — | — | — | $206K | 3.8% | |
| Shares b Vanguard Growth Index Fund Admiral N/R | — | — | — | $178K | 3.3% | |
| Investor Shares b Vanguard Target Retirement 2045 Fund N/R | — | — | — | $156K | 2.9% | |
| Investor Shares b Vanguard Target Retirement 2055 Fund N/R | — | — | — | $132K | 2.4% | |
| Investor Shares b Vanguard Target Retirement 2025 Fund N/R | — | — | — | $102K | 1.9% | |
| Investor Shares b Vanguard 500 Index Fund Admiral Class N/R | — | — | — | $93K | 1.7% | |
| Institutional Class b Vanguard Mid-Cap Growth Index Fund N/R | — | — | — | $92K | 1.7% | |
| Admiral Shares b Vanguard Small-Cap Index Fund Admiral N/R | — | — | — | $69K | 1.3% | |
| Class b Vanguard Mid-Cap Index Fund Admiral N/R | — | — | — | $64K | 1.2% | |
| Vanguard Target Retirement Income Fund N/R | — | — | — | $52K | 0.9% | |
| Vanguard Total Bond Market Index Admiral N/R | — | — | — | $32K | 0.6% | |
| Shares b Vanguard International Value Fund Investor N/R | — | — | — | $31K | 0.6% | |
| Fidelity Investments Fidelity Advisor International Growth Fund I N/R | — | — | — | $30K | 0.5% | |
| Fund b American Century American Century Mid Cap Value Fund I N/R 51 Class b Vanguard Info Tech Index Fund Admiral N/R | — | — | — | $26K | 0.5% | |
| Shares b DFA U.S. Targeted Value Portfolio Fund N/R | — | — | — | $24K | 0.4% | |
| Shares b Vanguard Value Index Fund Admiral Shares N/R | — | — | — | $23K | 0.4% | |
| Vanguard REIT Index Fund Admiral Shares N/R | — | — | — | $23K | 0.4% | |
| Investor Shares b Vanguard Target Retirement 2020 Fund N/R | — | — | — | $17K | 0.3% | |
| Invesco Energy Fund Class R5 N/R 514 b FidelitybInvestments Fidelity Advisor Energy Fund N/R 521 b FidelitybInvestments Fidelity Select Semiconductors Portfolio N/R | — | — | — | $13K | 0.2% | |
| DFA Global Real Estate Securities Portfolio N/R | — | — | — | $11K | 0.2% | |
| Shares b MFS Research International Fund Class R6 N/R | — | — | — | $10K | 0.2% | |
| PGIM High Yield Fund - Class Z N/R | — | — | — | $9K | 0.2% | |
| Investor Shares b Fidelity Investments Fidelity Emerging Markets Index Fund N/R | — | — | — | $8K | 0.1% | |
| PGIM Total Return Bond Z N/R | — | — | — | $7K | 0.1% | |
| * Nationwide Life Insurance Nationwide Fixed Select Contract N/R | Guaranteed Income / GIC | — | — | $5K | <0.1% |