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Sponsor portfolio

VERACITY, INC.

EIN 75-2956433-insurance-Latest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
11
435 RIDGE CREST DR. - RICHARDSON, TX 75080214-368-3388veracityld.usLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#002CashBalance-$3.3M - 4 part#001401k-$2.5M - 7 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • VERACITY, INC. 401(K) (#001)43%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VERACITY, INC. 401(K) (#001)7
  • CASH BALANCE PLAN (#002)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VERACITY, INC. CASH BALANCE PLAN

CashBalance

Assets$3.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VERACITY, INC. 401(K) PLAN

401k

Assets$2.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VERACITY, INC. CASH BALANCE PLANCashBalance$3.3M42025
001VERACITY, INC. 401(K) PLAN401k$2.5M72025
Retirement plans
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