# Verbatim Advisory Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/verbatim-advisory-group-llc-401k-plan

> Verbatim Advisory Group LLC's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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