Plan Snapshot
- Plan Sponsor: Verbatim Advisory Group LLC
- Sponsor EIN: 203331994
- Sponsor Address: 300 5TH AVE, SUITE 5030, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $659,831
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. |
|---|
| 2024 | 4 | $659,831 | $0 | $19,838 |
| 2023 | 5 | $731,136 | $0 | $27,745 |
| 2022 | 8 | $668,603 | $0 | $44,332 |