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Original filing (PDF)20251015152839NAL0002552771001
VARIOSYSTEMS, INC.
Form 5500
FILING_RECEIVED
VARIOSYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
139
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
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)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VARIOSYSTEMS, INC..
Plan sponsor
Name
VARIOSYSTEMS, INC.
EIN
75-2793709
Address
901 SOUTH KIMBALL AVENUE · SOUTHLAKE, TX · 76092
Phone
(817) 552-3300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
THE CJ CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | — | AUSTIN, TX | INVESTMENT ADVISOR | $14K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | CONTRACT ADMIN | $9K | — |
Investments
30 direct securities· $6.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Financial Services, Inc. IndexSelect Moderate 2035 Fund CL I | — | — | — | $1.5M | 22.0% | |
| Empower Financial Services, Inc. IndexSelect Moderate Retire Fund CL I | — | — | — | $926K | 14.0% | |
| Empower Financial Services, Inc. IndexSelect Moderate 2045 Fund CL I | — | — | — | $920K | 13.9% | |
| MassMutual Life Insurance Company Guaranteed Interest Account | — | — | — | $748K | 11.3% | |
| Empower Financial Services, Inc. Vanguard 500 Index Admiral | — | — | — | $575K | 8.7% | |
| Empower Financial Services, Inc. Vanguard Total Bond Market Index Adm | — | — | — | $231K | 3.5% | |
| Empower Financial Services, Inc. IndexSelect Moderate 2055 Fund CL I | — | — | — | $175K | 2.7% | |
| Empower Financial Services, Inc. American Century Equity Income R6 | — | — | — | $171K | 2.6% | |
| Notes Receivable from Participants Interest rates ranging from 5.25% to 10.50% | — | — | — | $143K | 2.2% | |
| Empower Financial Services, Inc. IndexSelect Aggressive 2035 Fund CL I | — | — | — | $129K | 2.0% | |
| Empower Financial Services, Inc. Vanguard Total Intl Stock Index Admiral | — | — | — | $125K | 1.9% | |
| Empower Financial Services, Inc. Vanguard Growth Index Admiral | — | — | — | $121K | 1.8% | |
| Empower Financial Services, Inc. American Funds New Perspective R6 | — | — | — | $118K | 1.8% | |
| Empower Financial Services, Inc. IndexSelect Aggressive 2055 Fund CL I | — | — | — | $109K | 1.7% | |
| Empower Financial Services, Inc. IndexSelect Aggressive 2045 Fund CL I | — | — | — | $97K | 1.5% | |
| Empower Financial Services, Inc. DFA Real Estate Securities I | — | — | — | $93K | 1.4% | |
| Empower Financial Services, Inc. Allspring Special Mid Cap Value R6 | — | — | — | $86K | 1.3% | |
| Empower Financial Services, Inc. Invesco Discovery Mid Cap Growth R6 | — | — | — | $80K | 1.2% | |
| Empower Financial Services, Inc. Invesco Core Bond R6 | — | — | — | $72K | 1.1% | |
| Empower Financial Services, Inc. T. Rowe Price Large Cap Growth I | — | — | — | $52K | 0.8% | |
| Empower Financial Services, Inc. Vanguard Value Index Adm | — | — | — | $42K | 0.6% | |
| Empower Financial Services, Inc. Vanguard Small Cap Index Admiral | — | — | — | $36K | 0.5% | |
| Empower Financial Services, Inc. Vanguard Mid Cap Index Admiral | — | — | — | $35K | 0.5% | |
| Empower Financial Services, Inc. IndexSelect Aggressive Retire Fund CL I | — | — | — | $26K | 0.4% | |
| Empower Financial Services, Inc. Vanguard Mid-Cap Value Index Admiral | — | — | — | $15K | 0.2% | |
| Empower Financial Services, Inc. American Funds US Government R6 74 * Empower Financial Services, Inc. ClearBridge Appreciation IS | — | — | — | $11K | 0.2% | |
| Empower Financial Services, Inc. Vanguard Mid-Cap Growth Index Admiral | — | — | — | $8K | 0.1% | |
| Empower Financial Services, Inc. Invesco International Diversified R6 2 * Empower Financial Services, Inc. MFS International Growth Fund Class R6 | — | — | — | $3K | <0.1% | |
| Empower Financial Services, Inc. IndexSelect Conservative Ret Fund CL I | — | — | — | $3K | <0.1% | |
| Company of America and Empower Trust Company, LLC, under a power of attorney granted by MassMutual Life Insurance Co. as permitted by 29 CFR 2520.103-5(c) of the | — | — | — | $3K | <0.1% |
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