# Verista, INC. 401(k) Plan
Source: https://planprovider.pro/companies/verista-inc-401k-plan

> Verista, INC.'s 401(k) plan: 347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Verista, INC.

- **Sponsor EIN:** 843891514

- **Sponsor Address:** 11793 TECHNOLOGY LANE, FISHERS, IN, 46038

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

- **Total Participants:** 347

- **Total Assets:** $39.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|347|$39.2M|$989,237|$3.8M|

| 2023|417|$34.3M|$1.2M|$4.5M|

| 2022|487|$26.1M|$1.2M|$4.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$54,186|—|$54,186|

| SHEPHERD FINANCIAL INVESTMENT ADVIS|INVESTMENT ADVISOR|$49,270|—|$49,270|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$14,192|—|$14,192|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $117,648

- **Estimated Expense Ratio:** 0.300% 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|$117,648|$63,462|—|—|—|

| 2023|$115,023|$71,548|—|—|—|

| 2022|$70,679|—|$70,679|—|—|

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