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Original filing (PDF)20250926165618NAL0011125184001
VERNIER SOFTWARE & TECHNOLOGY, INC.
Form 5500
FILING_RECEIVED
VERNIER SCIENCE EDUCATION 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
112
Accounts w/ balance
130
Plan assets (EOY)
$43.0M
Net assets (EOY)
$43.0M
How this plan invests
This plan
30 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERNIER SOFTWARE & TECHNOLOGY, INC..
Plan sponsor
Name
VERNIER SOFTWARE & TECHNOLOGY, INC.
EIN
93-4154597
Address
13979 SW MILLIKAN WAY · BEAVERTON, OR · 97005
Phone
(503) 277-2299
Industry
Manufacturingsee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
JONES & ROTH, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $29K | — |
Investments
30 direct securities· $42.5M(99% of reported assets)
Uncategorized
$42.5M
29 holdings
Common Stocks
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Fund Registered investment company | — | — | — | $5.3M | 12.4% | |
| Fidelity Freedom Index 2040 Fund Registered investment company | — | — | — | $5.2M | 12.0% | |
| Fidelity Freedom Index 2020 Fund Registered investment company | — | — | — | $4.7M | 10.9% | |
| Fidelity Freedom Index 2025 Fund Registered investment company | — | — | — | $4.4M | 10.2% | |
| Fidelity Freedom Index 2030 Fund Registered investment company | — | — | — | $3.8M | 8.9% | |
| Fidelity Freedom Index 2035 Fund Registered investment company | — | — | — | $3.5M | 8.2% | |
| Vanguard 500 Index Fund Admiral Shares Registered investment company | — | — | — | $2.8M | 6.5% | |
| T. Rowe Price Large-Cap Growth Fund I Class Registered investment company | — | — | — | $2.1M | 4.9% | |
| Fidelity Freedom Index 2055 Fund Registered investment company | — | — | — | $2.0M | 4.7% | |
| Fidelity Freedom Index 2050 Fund Registered investment company | — | — | — | $1.8M | 4.2% | |
| Fidelity Freedom Index 2015 Fund Registered investment company | — | — | — | $1.2M | 2.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares Registered investment company | — | — | — | $827K | 1.9% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Registered investment company | — | — | — | $812K | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares Registered investment company | — | — | — | $612K | 1.4% | |
| JPMorgan Equity Income Fund Class R6 Registered investment company | — | — | — | $482K | 1.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Registered investment company | — | — | — | $472K | 1.1% | |
| Fidelity Freedom Index 2065 Fund Registered investment company | — | — | — | $426K | 1.0% | |
| Fidelity Treasury Money Market Fund Interest-bearing cash | — | — | — | $421K | 1.0% | |
| Registered investment companies American Funds New World R6 | — | — | — | $380K | 0.9% | |
| Notes receivable from participants * Participant loans Interest rate of 5.25% - 10.50% - | — | — | — | $294K | 0.7% | |
| Fidelity Freedom Index 2060 Fund Registered investment company | — | — | — | $200K | 0.5% | |
| Baird Core Plus Bond Fund Class Institutional Registered investment company | — | — | — | $187K | 0.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Registered investment company | — | — | — | $164K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares Registered investment company | — | — | — | $127K | 0.3% | |
| Vanguard Total International Bond Index Fund Admiral Shares Registered investment company | — | — | — | $92K | 0.2% | |
| BrokerageLink Common Stock Participant directed | — | — | — | $76K | 0.2% | |
| PGIM High Yield R6 Registered investment company | — | — | — | $66K | 0.2% | |
| and other investments * BrokerageLink Option Participant directed | Common Stocks | — | — | $28K | <0.1% | |
| Cash, interest bearing * Cash Interest-bearing cash | — | — | — | $10K | <0.1% | |
| American Funds EuroPacific Growth Fund Class R-6 Registered investment company | — | — | — | $3K | <0.1% |
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