Taylor Mulligan signed Veryon's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Veryon's EIN is 94-2248558.
Download the official 2024 Form 5500 (PDF) for Veryon from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veryon's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $891K | 10.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $849K | 9.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $847K | 9.8% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $826K | 9.6% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $622K | 7.2% | |
| PUTNAM STABLE VALUE FUND 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $609K | 7.1% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $576K | 6.7% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $493K | 5.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $486K | 5.6% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $446K | 5.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $361K | 4.2% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $317K | 3.7% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $197K | 2.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $74K | 0.9% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $71K | 0.8% | |
| DWS RREEF REAL EST SEC INSTL | Registered Investment Companies | — | — | $70K | 0.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $61K | 0.7% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $53K | 0.6% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $53K | 0.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $44K | 0.5% | |
| EV ATL CAPITAL SMID CP I | Registered Investment Companies | — | — | $26K | 0.3% | |
| JANUS HEND HIGH YIELD FUND I | Registered Investment Companies | — | — | $18K | 0.2% | |
| MACQUARIE SYST EMMKTS EQ INST | Registered Investment Companies | — | — | $18K | 0.2% | |
| JPMORGAN GOV BOND R6 506 REGISTERED INVESTMENT COMPANY TEMPLETON FOREIGN FUND R6 | Registered Investment Companies | — | — | $13K | 0.1% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $6K | <0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $15K |
| — |
