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Original filing (PDF)20251014125745NAL0006034258001
VODAFONE US INC
Form 5500
FILING_RECEIVED
VODAFONE US RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holding6 service providers
Active participants
148
Accounts w/ balance
713
Plan assets (EOY)
$195.5M
Net assets (EOY)
$195.5M
How this plan invests
This plan
6 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity 500 Index Fund" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VODAFONE US INC.
Plan sponsor
Name
VODAFONE US INC
EIN
98-0510742
Address
1615 PLATTE STREET, SUITE 02-115 · DENVER, CO · 80202
Phone
(303) 304-4699
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270783 | OVERLAND PARK, KS | INVESTMENT ADVISOR | $75K | — |
| BDO USA LLP | — | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $29K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT MANAGEMENT SE | 13-4122960 | — | NONE | $294 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $175 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $30 | — |
Investments
12 direct securities · 6 pooled funds· $194.5M(99% 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
$128.0M
10 holdings
Pooled Separate Account
$58.2M
5 holdings
Mutual Funds
$3.2M
1 holding
Common Collective Trust
$2.6M
1 holding
Common Stocks
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $52.4M | 26.8% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $37.8M | 19.4% | |
| Group Annuity Contract * Empower Annuity Insurance Company Guaranteed Income Fund | — | — | — | $21.3M | 10.9% | |
| Empower Annuity Insurance Company Capital Group EP Growth | — | — | — | $17.7M | 9.1% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $10.0M | 5.1% | |
| Fidelity Small Cap Index | — | — | — | $9.6M | 4.9% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $8.0M | 4.1% | |
| Vanguard Developed Markets Index Adm | — | — | — | $7.5M | 3.8% | |
| Fidelity Mid Cap Index | — | — | — | $7.2M | 3.7% | |
| Fidelity US Bond Index | — | — | — | $4.8M | 2.4% | |
| Principal Small Cap Growth I R6 | Mutual Funds | — | — | $3.2M | 1.6% | |
| Victory Portfolios Victory Sycamore Established Value A | — | — | — | $3.1M | 1.6% | |
| Fidelity Advisor Small Cap Value Z | — | — | — | $3.0M | 1.5% | |
| BLACKROCK MIDCAP GROWTH EQUITY FD C GREAT GRAY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| * Vodafone Group Vodafone Group Plc Stock | Common Stocks | — | — | $2.5M | 1.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $2.3M | 1.2% | |
| Self-Directed Brokerage Account * Various Self-directed brokerage account | — | — | — | $1.5M | 0.8% | |
| SMALL CAP VALUE / KENNEDY CAPITAL F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 257 | Pooled Separate Account | — | — | $0 | <0.1% |
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