# Vericast Corp. 401(k) Plan
Source: https://planprovider.pro/companies/vericast-corp-401k-plan

> Vericast Corp.'s 401(k) plan: 1,851 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vericast Corp.

- **Sponsor EIN:** 580278260

- **Sponsor Address:** 15955 LA CANTERA PARKWAY, SAN ANTONIO, TX, 78256

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

- **Total Participants:** 1,851

- **Total Assets:** $883.3M

## 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|1,851|$883.3M|$3.7M|$19.7M|

| 2023|4,306|$1.1B|$1.5M|$26.2M|

| 2022|6,278|$1.0B|$14.2M|$29.9M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$426,500|—|$426,500|

| UBS FINANCIAL SERVICES, INC|INVESTMENT ADVISORY|$75,000|—|$75,000|

| ERNST & YOUNG US LLP|ACCOUNTANT|$46,000|—|$46,000|

| HAYNES AND BOONE LLP|LEGAL|$13,720|—|$13,720|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES, INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-llp) — ACCOUNTANT

- [HAYNES AND BOONE LLP](https://planprovider.pro/provider/haynes-and-boone-llp) — LEGAL

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $561,220

- **Estimated Expense Ratio:** 0.064% 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|$561,220|$75,000|—|$46,000|—|

| 2023|$599,749|$100,000|—|$46,000|—|

| 2022|$718,503|—|—|—|—|

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