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Original filing (PDF)20251009112129NAL0006505377001
VERTIV GROUP CORPORATION
Form 5500
FILING_RECEIVED
VERTIV GROUP CORPORATION EMPLOYEE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,421
Accounts w/ balance
5,701
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
14 pooled trusts
Schedule D
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERTIV GROUP CORPORATION.
Plan sponsor
Name
VERTIV GROUP CORPORATION
EIN
81-3496944
Address
505 N. CLEVELAND AVENUE · WESTERVILLE, OH · 43082
Phone
(614) 888-0246
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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $431K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC | 82-1434504 | — | NONE | $128K | — |
| CAPITAL BANK AND TRUST COMPANY | 95-4797716 | — | NONE | $106K | — |
| POLSINELLI PC | 43-1064260 | — | NONE | $97K | — |
| ERNST & YOUNG U.S. LLP | 34-6565596 | — | NONE | $63K | — |
Investments
14 pooled funds· $453.7M(40% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET. 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $83.0M | 7.3% | |
| VANGUARD TARGET RET. 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $62.9M | 5.6% | |
| VANGUARD TARGET RET. 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | $70.5M | $62.5M | 5.5% | |
| VANGUARD TARGET RET. 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $58.1M | 5.1% | |
| VANGUARD TARGET RET. 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.9M | 3.8% | |
| VANGUARD TARGET RET. 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $32.1M | 2.8% | |
| VANGUARD TARGET RET. 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | $25.8M | $27.4M | 2.4% | |
| VANGUARD TARGET RET. INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $18.0M | 1.6% | |
| VANGUARD RET. SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $17.5M | 1.5% | |
| VANGUARD TARGET RET. 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $17.4M | 1.5% | |
| CAPITAL GROUP INT'L EQUITY CLASS T CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 154 | Common Collective Trust | — | — | $16.8M | 1.5% | |
| VANGUARD TARGET RET. 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.1M | 1.1% | |
| VANGUARD TARGET RET. 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| VANGUARD TARGET RET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $110K | <0.1% |