Plan Snapshot
- Plan Sponsor: Verista, INC.
- Sponsor EIN: 843891514
- Sponsor Address: 9100 FALL VIEW DRIVE, FISHERS, IN, 46037
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 277
- Total Assets: $167,433
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 277 | $167,433 | $2.5M | $930,757 |
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 |
|---|---|---|---|---|
| ANTHEM | Other Service Provider | $125,387 | — | $125,387 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $82,478 | — | $82,478 |
| THE BENECON GROUP | Investment Advisor | $46,475 | — | $46,475 |
| CONNECTCARE3 | Other Service Provider | $16,137 | — | $16,137 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $270,477
- Estimated Expense Ratio: 161.543% 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 | $272,312 | — | $272,312 | — | — |