Andrea Scapicchio signed Verrex LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verrex LLC's EIN is 81-3115361.
Download the official 2024 Form 5500 (PDF) for Verrex LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verrex LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $2.1M | 18.5% | |
| TROWE PRICE BLUE CHIP GROWTH | Registered Investment Companies | — | — | $1.8M | 15.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.0M | 9.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $693K | 6.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $427K | 3.8% | |
| MACQUARIE VALUE INST | Registered Investment Companies | — | — | $415K | 3.7% | |
| JOHN HANCOCK BOND FUND I | Registered Investment Companies | — | — | $378K | 3.4% | |
| JPMORGAN US RSCH ENHANCED EQ I | Registered Investment Companies | — | — | $343K | 3.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $335K | 3.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $328K | 2.9% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $270K | 2.4% | |
| MFS RESEARCH INTERNATIONAL R6 | Registered Investment Companies | — | — | $260K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $242K | 2.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $231K | 2.1% | |
| MACQUARIE HIGH INCOME INST | Registered Investment Companies | — | — | $229K | 2.0% | |
| GOLDMAN INTL SMALL CAP I | Registered Investment Companies | — | — | $220K | 2.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $209K | 1.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $207K | 1.8% | |
| INVESCO STABLE ASSET ADP30 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $206K | 1.8% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $173K | 1.5% | |
| VIRTUS MUTI SEC INTMDTE BND I | Registered Investment Companies | — | — | $157K | 1.4% | |
| PRIMECAP ODYSSEY AGGRESSIVE GR | Registered Investment Companies | — | — | $151K | 1.4% | |
| PRI MID CAP VALUE I - INST | Registered Investment Companies | — | — | $119K | 1.1% | |
| AB GLOBAL BOND I | Registered Investment Companies | — | — | $97K | 0.9% | |
| FRANKLIN SM CAP GROWTH - ADV | Registered Investment Companies | — | — | $96K | 0.9% | |
| PGIM SH TERM CORP BD Z | Registered Investment Companies | — | — | $84K | 0.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $73K | 0.7% | |
| FIDELITY GNMA | Registered Investment Companies | — | — | $72K | 0.6% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $65K | 0.6% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $50K | 0.4% | |
| EV FL RATE AND HI INC I | Registered Investment Companies | — | — | $44K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $23K | 0.2% | |
| AMERCENT INFL ADJ BOND FD INV | Registered Investment Companies | — | — | $21K | 0.2% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 93-0987232 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $22K |
| — |
| WOODBURY FINANCIAL SERVICES INC. | 41-0944586 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
