How big is Veritas Funding, LLC's plan?

Veritas Funding, LLC's plan reported $12.0M in assets and 138 participants for 2024.

Original filing (PDF)20250804121121NAL0000727555001

Veritas Funding, LLC

Name: Veritas Funding, LLC — Veritas Funding. LLC, Form 5500 (2024)
Creator: Veritas Funding, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Veritas Funding. LLC Retirement Plan

401(k) retirement plan · Veritas Funding, LLC's Veritas Funding. LLC Retirement Plan held $12.0M in plan assets for 138 participants in 2024, with Vanguard as recordkeeper.

Active participants

138

Accounts w/ balance

691

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

People on this filing

Jennifer Fuller signed Veritas Funding, LLC's 2024 Form 5500 as plan administrator.

Jennifer Fuller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Veritas Funding, LLC's EIN is 86-1092244.

EIN 86-1092244

Plan number 001

Plan year 2024

ACK ID 20250804121121NAL0000727555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Veritas Funding, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Veritas Funding, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERITAS FUNDING, LLC.

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How this plan invests

This plan

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

VERITAS FUNDING, LLC

EIN

all filings

Address

7050 UNION PARK AVE · SUITE 400 · MIDVALE, UT · 84047

Phone

(801) 639-0900

Industry

Finance & Insurance

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

2025-08-04

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	RECORD KEEPER	$21K	—
ASCENSUS	11-3665754	—	RECORDKEEPER	$0	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS

Investments

33 direct securities· $12.0M(100% of reported assets)

Mutual Funds

$10.5M

27 holdings

Other securities

$690K

3 holdings

Common Collective Trusts

$605K

2 holdings

Participant loans

$193K

1 holding

					% of plan
Fidelity Blue Chip Growth K6 Fidelity 0	Mutual Funds	—	—	$2.3M	19.1%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$1.5M	12.6%
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$1.0M	8.5%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$959K	8.0%
Vanguard LifeStrategy Growth Inv Vanguard 0	Mutual Funds	—	—	$671K	5.6%
Vanguard Windsor II Adm Vanguard 0	Mutual Funds	—	—	$553K	4.6%
JPMorgan Mid Cap Growth R5 JPMorgan 0	Other securities	—	—	$479K	4.0%
Vanguard Target Retirement 2060 Fund Vanguard 0	Mutual Funds	—	—	$467K	3.9%
Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$466K	3.9%
Vanguard Target Retirement 2030 Fund Vanguard 0	Mutual Funds	—	—	$458K	3.8%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Mutual Funds	—	—	$454K	3.8%
Vanguard Target Retirement 2035 Fund Vanguard 0	Mutual Funds	—	—	$336K	2.8%
Vanguard International Growth Adm Vanguard 0	Mutual Funds	—	—	$277K	2.3%
Vanguard Small-Cap Index Inv Vanguard 0	Mutual Funds	—	—	$198K	1.6%
Participant Loans 0	Participant loans	—	—	$193K	1.6%
Vanguard Explorer Adm Vanguard 0	Mutual Funds	—	—	$177K	1.5%
Vanguard Target Retirement 2025 Fund Vanguard 0	Mutual Funds	—	—	$176K	1.5%
T. Rowe Price Health Sciences Inv T. Rowe 0	Other securities	—	—	$166K	1.4%
Vanguard Mid-Cap Index Inv Vanguard 0	Mutual Funds	—	—	$164K	1.4%
American Funds Bond Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$143K	1.2%
Vanguard Total Stock Market Index Inv Vanguard 0	Common Collective Trusts	—	—	$139K	1.2%
Lord Abbett Short Duration Income A Lord Abbett 0	Mutual Funds	—	—	$114K	1.0%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$110K	0.9%
Vanguard Target Retirement 2065 Fund Vanguard 0	Mutual Funds	—	—	$106K	0.9%
Vanguard Target Retirement 2055 Fund Vanguard 0	Mutual Funds	—	—	$68K	0.6%
Vanguard Small-Cap Value Index Inv Vanguard 0	Mutual Funds	—	—	$64K	0.5%
Vanguard Real Estate Index Inv Vanguard 0	Mutual Funds	—	—	$56K	0.5%
Vanguard LifeStrategy Consv Growth Inv Vanguard 0	Mutual Funds	—	—	$54K	0.5%
PGIM High Yield R6 PGIM 0	Other securities	—	—	$44K	0.4%
Vanguard LifeStrategy Moderate Gr Inv Vanguard 0	Mutual Funds	—	—	$32K	0.3%
Vanguard Mid-Cap Value Index Adm Vanguard 0	Mutual Funds	—	—	$29K	0.2%
Vanguard Target Retirement Income Fund Vanguard 0	Mutual Funds	—	—	$17K	0.1%
Vanguard Target Retirement 2020 Fund Vanguard 0	Mutual Funds	—	—	$6K	<0.1%