# Verista, INC. 401(k) Plan
Source: https://planprovider.pro/companies/verista-inc-843891514-502

> Verista, INC.'s 401(k) plan: 277 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:** 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|—|—|

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