Plan Snapshot
- Plan Sponsor: I3 Verticals Management Services,INC.
- Sponsor EIN: 300847828
- Sponsor Address: 40 BURTON HILLS BLVD., SUITE 415, NASHVILLE, TN, 37215
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,221
- Total Assets: $74.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 1,221 | $74.5M | $2.3M | $7.3M |
| 2022 | 1,461 | $55.6M | $2.5M | $7.4M |
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