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Original filing (PDF)20251015190926NAL0011151490001
VNC LLC
Form 5500
FILING_RECEIVED
VNC LLC 401 K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
188
Accounts w/ balance
247
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard 500 Index Fund" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VNC LLC.
Plan sponsor
Name
VNC LLC
EIN
81-5047517
Address
21 DRYDOCK AVENUE, SUITE 610W · BOSTON, MA · 02210
Phone
(617) 723-2727
Industry
Software Publishers· Information / Tech / Mediasee 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
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
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
GRAY, GRAY & GRAY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | RETAINED BY PLAN SPONSOR | $54K | — |
| JOHN HANCOCK USA | 15-3008106 | — | RETAINED BY PLAN SPONSOR | $39K | — |
Investments
23 direct securities· $30.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | — | — | — | $10.5M | 34.2% | |
| John Hancock John Hancock Multi-Index 2050 Lifetime Portfolio R6 | — | — | — | $2.7M | 8.9% | |
| John Hancock John Hancock Multi-Index 2045 Lifetime Portfolio R6 | — | — | — | $2.3M | 7.6% | |
| John Hancock John Hancock Multi-Index 2060 Lifetime Portfolio R6 | — | — | — | $2.3M | 7.5% | |
| John Hancock John Hancock Multi-Index 2055 Lifetime Portfolio R6 | — | — | — | $2.0M | 6.5% | |
| AllianceBernstein AB Large Cap Growth Fund Z | — | — | — | $1.6M | 5.3% | |
| Vanguard Equity Income Fund | — | — | — | $1.3M | 4.1% | |
| Vanguard Developed Markets Index Fund | — | — | — | $1.2M | 3.9% | |
| John Hancock John Hancock Multi-Index 2040 Lifetime Portfolio R6 | — | — | — | $1.0M | 3.4% | |
| Vanguard Extended Market Index Fund | — | — | — | $967K | 3.2% | |
| John Hancock John Hancock Multi-Index 2030 Lifetime Portfolio R6 | — | — | — | $887K | 2.9% | |
| Macquarie Small Cap Core R6 | — | — | — | $693K | 2.3% | |
| John Hancock John Hancock Multi-Index 2035 Lifetime Portfolio R6 | — | — | — | $648K | 2.1% | |
| Federated Hermes Federated Hermes U.S. Treasury Cash Reserves | — | — | — | $571K | 1.9% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $554K | 1.8% | |
| Fidelity Advisor Total Bond Fund Z | — | — | — | $529K | 1.7% | |
| American Funds American New World Fund R6 | — | — | — | $233K | 0.8% | |
| maturing through 2029 $ - | — | — | — | $208K | 0.7% | |
| American Funds American Funds EuroPacific Growth Fund R6 | — | — | — | $195K | 0.6% | |
| Pioneer Strategic Income Fund K | — | — | — | $103K | 0.3% | |
| John Hancock John Hancock Multi-Index 2025 Lifetime Portfolio R6 | — | — | — | $37K | 0.1% | |
| John Hancock John Hancock Multi-Index 2020 Lifetime Portfolio R6 | — | — | — | $28K | <0.1% | |
| J.P. Morgan JPMorgan U.S. Government Money Market Fund | — | — | — | $14K | <0.1% |
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