# Verbio North America LLC DC Plan
Source: https://planprovider.pro/companies/verbio-north-america-llc-plan

> Verbio North America LLC&#39;s DC plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Verbio North America LLC

- **Sponsor EIN:** 824412116

- **Sponsor Address:** 9 W BROAD STREET, STAMFORD, CT, 06902

- **Plan Type:** DC

- **Total Participants:** 209

- **Total Assets:** $6.1M

## 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|209|$6.1M|$973,122|$1.0M|

| 2023|215|$3.1M|$735,610|$854,186|

| 2022|105|$1.4M|$364,097|$485,666|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$26,771|—|$26,771|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISORY PLAN|$22,332|—|$22,332|

| FUTUREPLAN FIDUCIARY SERVICES LLC|RECORDKEEPER|$10,840|—|$10,840|

| FLORITA KORNHAAS & COMPANY PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY PLAN

- [FUTUREPLAN FIDUCIARY SERVICES LLC](https://planprovider.pro/provider/ascensus-llc) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,943

- **Estimated Expense Ratio:** 0.990% of plan assets

### 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|$59,944|—|$59,944|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/verbio-north-america-llc-plan)

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