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Original filing (PDF)20250728095804NAL0002662256001
VIOCITY GROUP
Form 5500
FILING_RECEIVED
VIOCITY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
162
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
19 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 VIOCITY GROUP.
Plan sponsor
Name
VIOCITY GROUP
EIN
85-4366539
Address
1831 AUCTION ROAD · MANHEIM, PA · 17545
Phone
(717) 492-8325
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
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIMON LEVER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $47K | — |
Investments
19 direct securities· $15.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Mid Cap Growth Fund | — | — | — | $1.6M | 10.6% | |
| Invesco Stable Value Retirement Fund | — | — | — | $1.4M | 8.8% | |
| ClearBridge Investments Large Cap Growth Fund Class IS | — | — | — | $1.2M | 7.9% | |
| Allspring Small Company Growth Fund | — | — | — | $1.1M | 7.3% | |
| Virtus Investment Partners Newfleet Low Duration Core Plus Bond Fund | — | — | — | $1.1M | 7.3% | |
| iShares S&P 500 Index Fund Class K | — | — | — | $1.1M | 6.9% | |
| Janus Henderson Small Cap Value Fund Class N | — | — | — | $953K | 6.2% | |
| Oakmark International Fund Class Institutional | — | — | — | $894K | 5.8% | |
| Invesco Corporate Bond Fund | — | — | — | $853K | 5.5% | |
| American Funds Target Date Retirement 2035 | — | — | — | $798K | 5.2% | |
| Columbia Select Mid Cap Index Fund | — | — | — | $763K | 4.9% | |
| Vanguard Value Index Admiral Fund | — | — | — | $707K | 4.6% | |
| American Funds Target Date Retirement 2045 | — | — | — | $623K | 4.0% | |
| JPMorgan Government Bond Fund | — | — | — | $605K | 3.9% | |
| MFS Mid Cap Value Fund | — | — | — | $601K | 3.9% | |
| American Funds New World Fund | — | — | — | $429K | 2.8% | |
| VanEck CM Commodity Index Fund Class A | — | — | — | $386K | 2.5% | |
| American Funds Target Date Retirement 2055 | — | — | — | $141K | 0.9% | |
| American Funds Target Date Retirement 2025 | — | — | — | $44K | 0.3% |
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