# Veranex, INC. 401(k) Plan
Source: https://planprovider.pro/companies/veranex-inc-401k-plan

> Veranex, INC.'s 401(k) plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Veranex, INC.

- **Sponsor EIN:** 863497638

- **Sponsor Address:** 222 BERKELEY ST, BOSTON, MA, 02116

- **Plan Type:** 401(k)

- **Total Participants:** 339

- **Total Assets:** $51.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|339|$51.5M|$1.1M|$4.3M|

| 2023|389|$48.2M|$1.1M|$4.6M|

| 2022|417|$36.8M|$1.0M|$3.5M|

## 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|

| KAHN, LITWIN, RENZA & CO., LTD|Auditor|—|—|$0|

## 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|$129,264|$70,940|$58,324|—|—|

| 2023|$103,882|$61,028|$42,854|—|—|

| 2022|$69,836|$43,755|$26,081|—|—|

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