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Original filing (PDF)20251002181003NAL0000488755001
VCOM SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
VCOM SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
132
Accounts w/ balance
110
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
How this plan invests
This plan
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 44 bps in Schedule C fees — 52% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VCOM SOLUTIONS, INC..
Plan sponsor
Name
VCOM SOLUTIONS, INC.
EIN
94-3404345
Address
12657 ALCOSTA BLVD. , SUITE 418 · SAN RAMON, CA · 94583
Phone
(925) 415-1545
Industry
Information / Tech / Mediasee 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
2025-10-02
Pension benefit codes
2A · Age/service weighted or new comparability
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
MUN CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 77-0155091 | SAN LUIS OBISPO, CA | TPA RECORDKEEPER | $750 | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINNKER CAPITAL INVESTMENTS | 13-4109249 | OMAHA, NE | ADVISORS | $46K | — |
| PPA/TPA | — | SAN RAMON, CA | ADVISORY | $200 | — |
| LINCOLN FINANCIAL ADVISORS | — | FORT WAYNE, IN | ADVISORY | — | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUN CPAS | — | SACRAMENTO, CA | CPA AUDIT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | BANKER CAP INVESTMENTS | $2K | — |
Investments
53 direct securities· $13.6M(99% of reported assets)
Uncategorized
$13.6M
52 holdings
Mutual Funds
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $1.6M | 11.7% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $1.3M | 9.6% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $1.3M | 9.4% | |
| Vanguard Value Index Adm | — | — | — | $895K | 6.5% | |
| Fidelity Investments Multi-Asset Index Fund ** 508 DoubleLine Core Fixed Income I | — | — | — | $774K | 5.7% | |
| Nuveen Lifecycle Index 2035 Fund R6 | — | — | — | $590K | 4.3% | |
| Vanguard Dividend Growth Fund Inv | — | — | — | $586K | 4.3% | |
| Federated Hermes Federated Hermes Govt Obl Premier | — | — | — | $438K | 3.2% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth Inst | — | — | — | $421K | 3.1% | |
| Nuveen Lifecycle Index 2045 Fund R6 | — | — | — | $384K | 2.8% | |
| Nationwide BNY Mellon Dyn US Core R6 | — | — | — | $378K | 2.8% | |
| Dimensional Fund Advisors DFA US Small Cap I | — | — | — | $359K | 2.6% | |
| Vanguard Equity-Income Adm | — | — | — | $322K | 2.4% | |
| Goldman Sachs Goldman Sachs Small Cp Val Insghts Instl | — | — | — | $317K | 2.3% | |
| Metropolitan West Funds Metropolitan West Ultra Short Bond M | — | — | — | $285K | 2.1% | |
| Vanguard International Value Inv | — | — | — | $278K | 2.0% | |
| Nuveen Lifecycle Index 2050 Fund R6 | — | — | — | $264K | 1.9% | |
| Nationwide Inv Dest Cnsrv R6 ** 352 * Nationwide Inv Dest Mod Agrsv R6 | — | — | — | $223K | 1.6% | |
| Nationwide Gughm Ttl Rtn Bd R6 | — | — | — | $218K | 1.6% | |
| Investment Contracts * Nationwide Fixed Select Contract | — | — | — | $213K | 1.6% | |
| Fidelity Investments Fidelity Advisor Intl Capital App Inst | — | — | — | $211K | 1.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $183K | 1.3% | |
| AQR Equity Market Neutral Fund | — | — | — | $179K | 1.3% | |
| Vanguard Commodity Strategy Admiral | — | — | — | $175K | 1.3% | |
| Nuveen Lifecycle Index 2055 Fund R6 | — | — | — | $162K | 1.2% | |
| Janus Henderson Janus Henderson Triton N | — | — | — | $156K | 1.1% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $153K | 1.1% | |
| Nationwide Destination 2040 R6 | — | — | — | $145K | 1.1% | |
| Nationwide Inv Dest Mod R6 | — | — | — | $141K | 1.0% | |
| Nuveen Lifecycle Index 2040 Fund R6 | — | — | — | $140K | 1.0% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $110K | 0.8% | |
| Nuveen Lifecycle Index 2030 Fund R6 | — | — | — | $94K | 0.7% | |
| Delaware Funds by Macquarie Delaware Ivy High Income Fund Class R6 | — | — | — | $89K | 0.6% | |
| Dimensional Fund Advisors DFA International Core Equity | — | — | — | $88K | 0.6% | |
| Vanguard Balanced Index Fund Admiral ** 145 * Nationwide Inv Dest Agrsv R6 | — | — | — | $82K | 0.6% | |
| PIMCO StocksPLUS Small Institutional | — | — | — | $66K | 0.5% | |
| Invesco Equity and Income R5 | — | — | — | $58K | 0.4% | |
| Columbia Dividend Income Fund Inst II | — | — | — | $35K | 0.3% | |
| American Century Investments American Century Mid Cap Value R6 | — | — | — | $33K | 0.2% | |
| Janus Henderson Janus Henderson Glb Tech and Innovt T | — | — | — | $18K | 0.1% | |
| Nuveen Lifecycle Index Retirement R6 | — | — | — | $18K | 0.1% | |
| American Century Investments American Century Inflation Adjs Bond R6 | — | — | — | $16K | 0.1% | |
| Nationwide Inv Dest Mod Cnsrv R6 | — | — | — | $14K | 0.1% | |
| PIMCO StocksPLUS Long Duration Instl | — | — | — | $12K | <0.1% | |
| Nationwide Destination 2045 R6 | — | — | — | $12K | <0.1% | |
| Morgan Stanley Morgan Stanley Insight I | — | — | — | $10K | <0.1% | |
| Nuveen Lifecycle Index 2060 Fund R6 | — | — | — | $10K | <0.1% | |
| Notes Receivable From Participants * Notes receivable from participants Interest rates range 4.25% - 9.00% | — | — | — | $6K | <0.1% | |
| Nationwide Gughm Multhdgstrat Inst | — | — | — | $4K | <0.1% | |
| Vanguard 500 Index Admiral | — | — | — | $3K | <0.1% | |
| AB Discovery Value Fund Class I | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral | — | — | — | $2K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z | — | — | — | $2K | <0.1% |