Plan Snapshot
- Plan Sponsor: Veritas Hhs, LLC
- Sponsor EIN: 275319964
- Sponsor Address: 1120 LINCOLN STREET, SUITE 1300, DENVER, CO, 802032137
- Plan Type: DC
- Total Participants: 430
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 430 | $6.6M | $534,258 | $927,556 |
| 2023 | 266 | $5.2M | $385,890 | $712,696 |
| 2022 | 220 | $3.9M | $292,159 | $568,390 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | RECORDKEEPER | $7,743 | — | $7,743 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORP — RECORDKEEPER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $7,743
- Estimated Expense Ratio: 0.117% 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 | $7,743 | — | — | — | — |
| 2023 | $7,820 | — | — | — | — |
| 2022 | $20,018 | — | — | — | $19,721 |