Plan Snapshot
- Plan Sponsor: Vericity Holdings, INC.
- Sponsor EIN: 208853625
- Sponsor Address: 1350 E TOUHY AVE STE 205W, DES PLAINES, IL, 600183303
- Plan Type: 401(k)
- Total Participants: 476
- Total Assets: $45.5M
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 | 476 | $45.5M | $989,752 | $3.5M |
| 2023 | 462 | $38.1M | $891,681 | $3.2M |
| 2022 | 408 | $30.4M | $940,759 | $2.9M |
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 |
|---|---|---|---|---|
| SCOTT MILLER CPA AND ASSOCIATES, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCOTT MILLER CPA AND ASSOCIATES, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $92,705 | — | $92,705 | — | — |
| 2023 | $80,376 | — | $80,376 | — | — |
| 2022 | $72,124 | — | $72,124 | — | — |