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Original filing (PDF)20250924134347NAL0008222528001
VALIDITY INC.
Form 5500
FILING_RECEIVED
VALIDITY INC. 401(K) PLAN
401(k) retirement plan
Active participants
184
Accounts w/ balance
434
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALIDITY INC..
Plan sponsor
Name
VALIDITY INC.
EIN
82-4326279
Address
100 SUMMER ST · SUITE 2900 · BOSTON, MA · 02110
Phone
(617) 410-4837
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF OCONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $40K | — |
Investments
35 direct securities· $25.5M(99% of reported assets)
Uncategorized
$21.3M
34 holdings
Mutual Funds
$4.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES * Fidelity Freedom Index 2045 Fund Investor Class | Mutual Funds | — | $162K | $4.2M | 16.3% | |
| Fidelity Freedom Index 2050 Fund Investor Class | — | — | $136K | $3.5M | 13.7% | |
| Fidelity Freedom Index 2035 Fund Investor Class | — | — | $136K | $3.2M | 12.3% | |
| Fidelity Freedom Index 2040 Fund Investor Class | — | — | $107K | $2.6M | 10.2% | |
| Fidelity Freedom Index 2055 Fund Investor Class | — | — | $119K | $2.6M | 9.9% | |
| Fidelity Large Cap Growth Index Fund | — | — | $43K | $1.7M | 6.6% | |
| Fidelity Freedom Index 2030 Fund Investor Class | — | — | $82K | $1.7M | 6.4% | |
| Fidelity Freedom Index 2060 Fund Investor Class | — | — | $77K | $1.4M | 5.4% | |
| Fidelity Total Market Index Fund | — | — | $6K | $933K | 3.6% | |
| Fidelity Freedom Index 2025 Fund Investor Class | — | — | $43K | $808K | 3.1% | |
| Neuberger Berman Core Bond Fund Class I | — | — | $52K | $452K | 1.8% | |
| MONEY MARKET FUND * Fidelity Government Money Market Fund | — | — | $332K | $332K | 1.3% | |
| Vanguard International Growth Fund Admiral Shares | — | — | $3K | $279K | 1.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | $14K | $238K | 0.9% | |
| Fidelity Freedom Index 2065 Fund Investor Class | — | — | $13K | $185K | 0.7% | |
| Janus Henderson Global Technology and Innovation Fund Class T | — | — | $2K | $150K | 0.6% | |
| Vanguard LifeStrategy Income Fund Investor Shares | — | — | $10K | $148K | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | $5K | $148K | 0.6% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | $2K | $137K | 0.5% | |
| American Funds New Perspective Fund Class R-6 | — | — | $2K | $128K | 0.5% | |
| Fidelity Extended Market Index Fund | — | — | $1K | $116K | 0.5% | |
| American Funds American Mutual Fund Class R-6 | — | — | $2K | $93K | 0.4% | |
| American Funds Growth and Income Portfolio Class R-6 | — | — | $5K | $92K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares 862 | — | — | — | $72K | 0.3% | |
| Vanguard Wellesley Income Fund Admiral Shares | — | — | $1K | $65K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares 616 | — | — | — | $53K | 0.2% | |
| American Century Small Cap Growth Fund R6 Class | — | — | $2K | $50K | 0.2% | |
| Vanguard Health Care Index Fund Admiral Shares 302 | — | — | — | $38K | 0.1% | |
| T. Rowe Price Comm & Tech Investor 229 | — | — | — | $35K | 0.1% | |
| Fidelity Freedom Index Income Fund Institutional Premium Class | — | — | $2K | $23K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund Class A 410 | — | — | — | $21K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Investor Class 819 | — | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2015 Fund Investor Class 644 | — | — | — | $9K | <0.1% | |
| Fidelity Low-Priced Stock K6 562 | — | — | — | $8K | <0.1% | |
| Vanguard Star Fund Investor Shares 42 | — | — | — | $1K | <0.1% |