Plan Snapshot
- Plan Sponsor: Vari Corporation
- Sponsor EIN: 232106519
- Sponsor Address: 390 OLD READING PIKE, POTTSTOWN, PA, 19464
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2024 | 169 | $16.2M | $225,346 | $495,544 |
| 2023 | 158 | $15.4M | $228,098 | $513,507 |
| 2022 | 162 | $13.5M | $219,786 | $537,985 |
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 |
|---|---|---|---|---|
| HERBEIN & COMPANY, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN & COMPANY, INC. — 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 | $53,354 | $53,354 | — | — | — |
| 2023 | $76,532 | $76,532 | — | — | — |
| 2022 | $45,909 | $45,909 | — | — | — |