Original filing (PDF)20251013120740NAL0000574323001

PERATON TECHNOLOGY SERVICES INC.

Name: PERATON TECHNOLOGY SERVICES INC. — VENCORE, INC. RETIREE HEALTH AND WELFARE PLAN, Form 5500 (2024)
Creator: PERATON TECHNOLOGY SERVICES INC.

Form 5500

FILING_RECEIVED

VENCORE, INC. RETIREE HEALTH AND WELFARE PLAN

Health & welfare plan

Signals · 3

45% in single holding~171 bps in Sched C fees6 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$17.7M

Net assets (EOY)

$15.8M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERATON TECHNOLOGY SERVICES INC..

Plan sponsor

Name

PERATON TECHNOLOGY SERVICES INC.

EIN

90-0622583

Address

15050 CONFERENCE CENTER DRIVE · CHANTILLY, VA · 20151

Phone

(571) 313-6000

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

AMWINS GROUP BENEFITS

EIN

05-0461576

City

CHARLOTTE, NC

Phone

(704) 749-2700

Plan characteristics

Plan number

502

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

MCCONNELL & JONES, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

6 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
AON CONSULTING	22-2232264	—	NONE	$149K	—
MCCONNELL & JONES, LLP	76-0488832	—	NONE	$61K	—
AMWINS	05-0461576	—	NONE	$33K	—
ANTHEM	54-1356687	—	NONE	$32K	—
LOCKTON	20-3354970	—	NONE	$17K	—
NORTHERN TRUST COMPANY	36-1561860	—	NONE	$9K

Investments

6 direct securities· $17.7M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
PIMCO Total Return Fund Institutional Class Mutual fund	—	—	$9.4M	$7.9M	44.7%
Vanguard 500 Index Fund Admiral Shares Mutual fund	—	—	$1.1M	$4.9M	27.6%
Vanguard Developed MKT Index Fund Mutual fund	—	—	$2.1M	$2.6M	14.6%
Vanguard Small Cap Index Fund Admiral Shares Mutual fund	—	—	$520K	$1.6M