Plan Snapshot
- Plan Sponsor: Verdantas LLC
- Sponsor EIN: 341549829
- Sponsor Address: 6397 EMERALD PARKWAY, SUITE 200, DUBLIN, OH, 43016
- Plan Type: 401(k)
- Total Participants: 1,492
- Total Assets: $202.0M
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 | 1,492 | $202.0M | $3.3M | $10.7M |
| 2023 | 553 | $99.9M | $1.2M | $4.7M |
| 2022 | 385 | $69.6M | $785,988 | $3.0M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $143,303 | — | $143,303 |
| CREATIVE PLANNING HOLDCO, LLC | INVESTMENT/FINANCIAL ADVI | $122,576 | — | $122,576 |
| CHERRY BEKAERT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- CREATIVE PLANNING HOLDCO, LLC — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,879
- Estimated Expense Ratio: 0.132% 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 | $265,879 | $122,576 | — | — | — |
| 2023 | $129,009 | $68,618 | — | — | — |
| 2022 | $143,587 | — | — | — | — |