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Original filing (PDF)20250904160613NAL0027685632001
VIRTRA, INC.
Form 5500
FILING_RECEIVED
VIRTRA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
118
Accounts w/ balance
112
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
23 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
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIRTRA, INC..
Plan sponsor
Name
VIRTRA, INC.
EIN
93-1207631
Address
295 EAST CORPORATE PLACE · CHANDLER, AZ · 85225
Phone
(480) 968-1488
Industry
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
2025-09-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
Investments
19 direct securities · 4 pooled funds· $5.7M(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.
Uncategorized
$4.0M
19 holdings
Common Collective Trust
$1.7M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $716K | 12.7% | |
| SSGA SANDP 500 INDEX NL SER N STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 306 | Common Collective Trust | — | — | $678K | 12.0% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $664K | 11.7% | |
| MORLEY STABLE VALUE CL 25 - I MORLEY STABLE VALUE FUND · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $550K | 9.7% | |
| T.Rowe Price Blue Chip Growth Mutual Fund | — | — | — | $472K | 8.4% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $355K | 6.3% | |
| SSGA SANDP MIDCAP INDEX FUND CLASS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $326K | 5.8% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $323K | 5.7% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $232K | 4.1% | |
| SSGA Russell Small Cap Index FD Class S Common/collective Trust | — | — | — | $228K | 4.0% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $196K | 3.5% | |
| Vanguard Explorer ADM Mutual Fund | — | — | — | $166K | 2.9% | |
| American Funds Europacific GR R6 Mutual Fund | — | — | — | $129K | 2.3% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $128K | 2.3% | |
| PUTNAM LARGE CAP VALUE TRUST II CL GREAT GRAY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $113K | 2.0% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $80K | 1.4% | |
| Participant Notes Interest rates from 4.25% to 9.50% | — | — | — | $66K | 1.2% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $54K | 0.9% | |
| Fidelity Advisor Total Bond Z Mutual Fund | — | — | — | $51K | 0.9% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | — | — | — | $44K | 0.8% | |
| DFA Real Estate Securities I Mutual Fund | — | — | — | $44K | 0.8% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $32K | 0.6% | |
| DFA International Core Equity I Mutual Fund | — | — | — | $3K | <0.1% |