# Varde Management, L.P. DC Plan
Source: https://planprovider.pro/companies/varde-management-l-p-plan

> Varde Management, L.P.&#39;s DC plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Varde Management, L.P.

- **Sponsor EIN:** 208368769

- **Sponsor Address:** 901 MARQUETTE AVE S STE. 3300, MINNEAPOLIS, MN, 55402

- **Plan Type:** DC

- **Total Participants:** 161

- **Total Assets:** $59.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|161|$59.2M|$1.5M|$3.6M|

| 2023|155|$51.2M|$1.4M|$3.7M|

| 2022|162|$42.3M|$1.5M|$3.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,355|$2,068|—|—|—|

| 2023|$47,595|$1,225|—|—|—|

| 2022|$61,634|$1,285|—|—|—|

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