Jennifer Brown signed Veracity Research Co., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veracity Research Co., LLC's EIN is 73-1480470.
Download the official 2024 Form 5500 (PDF) for Veracity Research Co., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veracity Research Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company b | Common Stocks | — | — | $2.7M | 50.0% | |
| Investor Shares b Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $279K | 5.1% | |
| Investor Shares b Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $268K | 4.9% | |
| Investor Shares b Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $206K | 3.8% | |
| Shares b Vanguard Growth Index Fund Admiral N/R | Common Collective Trusts | — | — | $178K | 3.3% | |
| Investor Shares b Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $156K | 2.9% | |
| Investor Shares b Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $132K | 2.4% | |
| Investor Shares b Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $102K | 1.9% | |
| Investor Shares b Vanguard 500 Index Fund Admiral Class N/R | Common Collective Trusts | — | — | $93K | 1.7% | |
| Institutional Class b Vanguard Mid-Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $92K | 1.7% | |
| Admiral Shares b Vanguard Small-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $69K | 1.3% | |
| Class b Vanguard Mid-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $64K | 1.2% | |
| Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $52K | 0.9% | |
| Vanguard Total Bond Market Index Admiral N/R | Mutual Funds | — | — | $32K | 0.6% | |
| Shares b Vanguard International Value Fund Investor N/R | Mutual Funds | — | — | $31K | 0.6% | |
| Fidelity Investments Fidelity Advisor International Growth Fund I N/R | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $26K | 0.5% | |
| Shares b DFA U.S. Targeted Value Portfolio Fund N/R | Mutual Funds | — | — | $24K | 0.4% | |
| Shares b Vanguard Value Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $23K | 0.4% | |
| Vanguard REIT Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $23K | 0.4% | |
| Investor Shares b Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $13K | 0.2% | |
| DFA Global Real Estate Securities Portfolio N/R | Mutual Funds | — | — | $11K | 0.2% | |
| Shares b MFS Research International Fund Class R6 N/R | Mutual Funds | — | — | $10K | 0.2% | |
| PGIM High Yield Fund - Class Z N/R | Other securities | — | — | $9K | 0.2% | |
| Investor Shares b Fidelity Investments Fidelity Emerging Markets Index Fund N/R | Common Collective Trusts | — | — | $8K | 0.1% | |
| PGIM Total Return Bond Z N/R | Other securities | — | — | $7K | 0.1% | |
| * Nationwide Life Insurance Nationwide Fixed Select Contract N/R | Guaranteed Income / GIC | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
