Back to filter
Original filing (PDF)20251013114838NAL0001870928001
VOXTUR ANALYTICS US CORP.
Form 5500
FILING_RECEIVED
VOXTUR ANALYTICS US CORP. 401(K) PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
215
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
24 pooled trusts
Schedule D
22 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 VOXTUR ANALYTICS US CORP..
Plan sponsor
Name
VOXTUR ANALYTICS US CORP.
EIN
87-2071392
Address
2202 N WESTSHORE BLVD STE 200 · TAMPA, FL · 33607
Phone
(813) 683-4491
Industry
Law Offices· 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
RIVERO, GORDIMER & COMPANY, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | 39-0989781 | — | NONE | $25K | — |
| FLORIDA RETIREMENT CONSULTANTS | — | LAND O LAKES, FL | NONE | $8K | — |
Investments
3 direct securities · 24 pooled funds· $8.2M(100% of reported assets)
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.
Pooled Separate Account
$8.0M
24 holdings
Uncategorized
$134K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $1.2M | 14.4% | |
| COLUMBIA DIVIDEND INCOME TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 635 | Pooled Separate Account | — | — | $989K | 12.1% | |
| AMERICAN FUNDS AMCAP RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 249 | Pooled Separate Account | — | — | $922K | 11.3% | |
| COLUMBIA CONTRARIAN CORE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $502K | 6.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $495K | 6.0% | |
| AMERICAN CENTURY GOVERNMENT BOND RE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 355 | Pooled Separate Account | — | — | $489K | 6.0% | |
| AMER FUNDS EUROPACIFIC GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | — | — | $462K | 5.6% | |
| TRANSAMERICA INTL GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 669 | Pooled Separate Account | — | — | $417K | 5.1% | |
| WESTERN ASSET CORE PLUS BOND RET OP TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 614 | Pooled Separate Account | — | — | $404K | 4.9% | |
| NEUBERGER BERMAN STRATEGIC INC TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 777 | Pooled Separate Account | — | — | $390K | 4.8% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $258K | 3.2% | |
| TA VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $238K | 2.9% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $237K | 2.9% | |
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $230K | 2.8% | |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 712 | Pooled Separate Account | — | — | $223K | 2.7% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $220K | 2.7% | |
| TA VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $207K | 2.5% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $178K | 2.2% | |
| Party of Identity of Issue, Borrower, Lessor, or Maturity Date, Rate of Interest, Interest Similar Party Collateral, Par, or Maturity Value Cost Current Value * Transamerica Stable Value Core Option Guaranteed Interest Account - | — | — | — | $112K | 1.4% | |
| Participant loans (notes receivable from participants) Interest rates of 4.25% - 9.50% - | — | — | — | $19K | 0.2% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 676 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Department of Labor Regulation 2520.103-11(d) allows the exclusion of participant directed | — | — | — | $3K | <0.1% | |
| TRANSAMERICA LIFEGOALRET WITH BLACK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 683 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 679 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 677 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS UTILITIES RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 519 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 681 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using TRANSAMERICA LIFE INS CO
MOOSE INTERNATIONAL INC.
MOOSE INTERNATIONAL INC EMPLOYEES' 401K PLAN
$30.1M · 422 participants
INTERPLAN LLC
INTERPLAN LLC PROFIT SHARING 401(K) PLAN
$10.5M · 167 participants
ADVANTAGE REHABILITATION SERVICES LLC
AH FACILITIES 401(K) PLAN
$7.8M · 363 participants
CHEM TECH SERVICES, INC.
CHEM TECH SERVICES 401K PLAN
$7.6M · 200 participants
NEW COLUMBIA FRUIT PACKERS, LLC
NEW COLUMBIA FRUIT PACKERS, LLC 401(K) RETIREMENT PLAN
$7.4M · 639 participants
VELOCITY MACHINE, INC.
VELOCITY MACHINE, INC. 401(K) RETIREMENT PLAN
$7.2M · 102 participants
Similar-size Law Offices plans
COCKREL ELA GLESNE GREHER RUH
COCKREL ELA GLESNE GREHER ET AL 401(K) PLAN
$8.2M · 17 participants
WIGDOR LLP
WIGDOR LLP 401(K) PLAN
$8.2M · 16 participants
BAUM O'CONNOR CULLEN CHMIEL, PC
BAUM O'CONNOR CULLEN CHMIEL, PC 401(K) PROFIT SHARING PLAN
$8.2M · 20 participants
MCCARTY LAW LLP
MCCARTY LAW LLP PROFIT SHARING PLAN
$8.2M · 39 participants
BRAUNHAGEY & BORDEN LLP
BRAUNHAGEY & BORDEN LLP 401(K) PLAN & TRUST
$8.2M · 68 participants
REINISCH WILSON PC
REINISCH WILSON PC 401(K) PLAN
$8.2M · 76 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants