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Original filing (PDF)20250903131746NAL0009094499001
VERVENT, INC.
Form 5500
FILING_RECEIVED
VERVENT 401(K) PLAN
401(k) retirement plan
Active participants
279
Accounts w/ balance
300
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
31 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 VERVENT, INC..
Plan sponsor
Name
VERVENT, INC.
EIN
83-2924157
Address
10182 TELESIS COURT · SUITE 300 · SAN DIEGO, CA · 92121
Phone
(888) 486-2509
Industry
Finance & Insurancesee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
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
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $66K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785436 | — | THIRD PARTY ADMIN | — | — |
Investments
31 direct securities· $19.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2035 Instl Perm | — | — | — | $3.0M | 15.3% | |
| Fidelity 500 Index | — | — | — | $2.7M | 13.5% | |
| Fidelity Freedom Index 2030 Instl Perm | — | — | — | $1.9M | 9.7% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.5M | 7.7% | |
| Fidelity Freedom Index 2040 Instl Perm | — | — | — | $1.1M | 5.7% | |
| Fidelity International Index | — | — | — | $856K | 4.3% | |
| Fidelity Freedom Index 2050 Instl Perm | — | — | — | $840K | 4.3% | |
| Fidelity Freedom Index 2025 Instl Perm | — | — | — | $830K | 4.2% | |
| Fidelity Freedom Index 2060 Instl Perm | — | — | — | $816K | 4.1% | |
| Fidelity Freedom Index 2045 Instl Perm | — | — | — | $754K | 3.8% | |
| Transamerica Life Insurance Company Unallocated insurance contract - Transamerica Stable Value Core Option | — | — | — | $684K | 3.5% | |
| Fidelity Freedom Index 2055 Instl Perm | — | — | — | $632K | 3.2% | |
| Fidelity Mid Cap Index | — | — | — | $512K | 2.6% | |
| Fidelity U.S. Bond Index | — | — | — | $476K | 2.4% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Gr I | — | — | — | $410K | 2.1% | |
| CIT International Growth Fund | — | — | — | $389K | 2.0% | |
| Small Cap Growth Fund II Fee Class R1 | — | — | — | $316K | 1.6% | |
| Fidelity Small Cap Index | — | — | — | $295K | 1.5% | |
| Fidelity Freedom Index 2020 Instl Perm | — | — | — | $244K | 1.2% | |
| DFA Inflation-Protected Securities I | — | — | — | $225K | 1.1% | |
| MFS Value R6 | — | — | — | $212K | 1.1% | |
| Participants Participant notes receivable with interest rates ranging from 4.5 to 9.5 percent - | — | — | — | $207K | 1.0% | |
| PGIM High Yield R6 | — | — | — | $172K | 0.9% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | — | — | — | $139K | 0.7% | |
| BlackRock Total Return K | — | — | — | $110K | 0.6% | |
| Fidelity Freedom Index 2065 Instl Perm | — | — | — | $107K | 0.5% | |
| Small Cap Value III R1 | — | — | — | $102K | 0.5% | |
| Allspring Special Mid Cap Value R6 | — | — | — | $81K | 0.4% | |
| Fidelity Freedom Index 2015 Instl Perm | — | — | — | $42K | 0.2% | |
| American Funds American Funds US Government Sec R6 | — | — | — | $39K | 0.2% | |
| Fidelity Freedom Index Inc Instl Perm | — | — | — | $6K | <0.1% |
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