Plan Snapshot
- Plan Sponsor: Veritas Management Group, LLC
- Sponsor EIN: 272876769
- Sponsor Address: 1155 KELLY JOHNSON BLVD SUITE 205, COLORADO SPRINGS, CO, 80920
- Plan Type: 401(k)
- Total Participants: 2,414
- Total Assets: $20.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,414 | $20.5M | $1.1M | $2.2M |
| 2023 | 2,677 | $17.6M | $701,992 | $2.1M |
| 2022 | 2,833 | $13.7M | $926,068 | $2.0M |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — 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 | $168,726 | $82,999 | $85,727 | — | — |
| 2023 | $142,169 | $71,497 | $70,672 | — | — |
| 2022 | $126,221 | — | $126,221 | — | — |