Plan Snapshot
- Plan Sponsor: Verigon, LLC
- Sponsor EIN: 274273763
- Sponsor Address: 1140 W. WARNER RD, SUITE 101, TEMPE, AZ, 85284
- Plan Type: 401(k)
- Total Participants: 302
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 302 | $8.1M | $361,059 | $873,242 |
| 2023 | 248 | $6.6M | $288,195 | $685,138 |
| 2022 | 198 | $5.2M | $240,881 | $571,606 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — 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 | $53,215 | — | $53,215 | — | — |
| 2023 | $49,675 | — | $49,675 | — | — |
| 2022 | $51,388 | — | $51,388 | — | — |