ADAM Stomp signed Veranex, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veranex, Inc.'s EIN is 86-3497638.
Download the official 2024 Form 5500 (PDF) for Veranex, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veranex, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | RETAINED BY EMPLOYER | $71K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Freedom Index 2045 - Inst Prem | Mutual Funds | — | — | $6.9M | 13.4% | |
| Fidelity Management Trust Company 500 Index Fund | Common Collective Trusts | — | — | $6.6M | 12.8% | |
| Fidelity Management Trust Company Freedom Index 2050 - Inst Prem | Mutual Funds | — | — | $6.4M | 12.5% | |
| Fidelity Management Trust Company Freedom Index 2040 - Inst Prem | Mutual Funds | — | — | $6.4M | 12.3% | |
| Fidelity Management Trust Company Freedom Index 2035 - Inst Prem | Mutual Funds | — | — | $3.9M | 7.6% | |
| Fidelity Management Trust Company Freedom Index 2055 - Inst Prem | Mutual Funds | — | — | $3.8M | 7.4% | |
| Fidelity Management Trust Company Freedom Index 2025 - Inst Prem | Mutual Funds | — | — | $3.5M | 6.8% | |
| Fidelity Management Trust Company Freedom Index 2030 - Inst Prem | Mutual Funds | — | — | $3.1M | 6.0% | |
| Fidelity Management Trust Company Freedom Index 2060 - Inst Prem | Mutual Funds | — | — | $2.5M | 4.8% | |
| Fidelity Management Trust Company Blue Chip Growth Fund | Mutual Funds | — | — | $1.2M | 2.4% | |
| Fidelity Management Trust Company Freedom Index 2065 - Inst Prem | Mutual Funds | — | — | $855K | 1.7% | |
| Fidelity Management Trust Company Mid Cap Index Fund | Common Collective Trusts | — | — | $669K | 1.3% | |
| Columbia Dividend Income Inst | Other securities | — | — | $633K | 1.2% | |
| Fidelity Management Trust Company Freedom Index Income Fund - Inst Prem | Mutual Funds | — | — | $613K | 1.2% | |
| Fidelity Management Trust Company U.S. Bond Index Fund | Common Collective Trusts | — | — | $511K | 1.0% | |
| John Hancock Trust Company Bond Fund Class R6 | Common Stocks | — | — | $500K | 1.0% | |
| MFS Intl Diversification Fund R3 | Mutual Funds | — | — | $456K | 0.9% | |
| JOHN HANCOCK STABLE VALUE R11 GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $455K | 0.9% | |
| Fidelity Management Trust Company International Index Fund | Common Collective Trusts | — | — | $398K | 0.8% | |
| American Century Small Cap Value R6 | Other securities | — | — | $394K | 0.8% | |
| BlackRock High Yield Institutional Fund | Other securities | — | — | $320K | 0.6% | |
| various dates through August 2029, collateralized by participant account balances | Other securities | — | — | $306K | 0.6% | |
| Loomis Sayles Small Cap Growth Inst | Other securities | — | — | $291K | 0.6% | |
| Fidelity Management Trust Company Small Cap Index Fund | Common Collective Trusts | — | — | $282K | 0.5% | |
| John Hancock Trust Company Disciplined Value Mid Cap Fund | Common Stocks | — | — | $199K | 0.4% | |
| BlackRock Emerging Markets Inst | Other securities | — | — | $175K | 0.3% | |
| MFS Mid Cap Growth Fund R3 | Mutual Funds | — | — | $146K | 0.3% | |
| JP Morgan U.S. Govt Money Market Fund Capital Shares | Cash / Money Market | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
