# Verition Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/verition-group-llc-401k-plan

> Verition Group LLC's 401(k) plan: 432 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Verition Group LLC

- **Sponsor EIN:** 262467041

- **Sponsor Address:** 1 AMERICAN LANE, GREENWICH, CT, 06831

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

- **Total Participants:** 432

- **Total Assets:** $33.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|432|$33.4M|$0|$6.0M|

| 2023|307|$20.6M|$0|$4.0M|

| 2022|227|$12.0M|$0|$2.7M|

## 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|

| BEIRNE WEALTH CONSULTING SERVICES|ADVISOR|$60,233|—|$60,233|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$32,361|—|$32,361|

| ERNST AND YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ERNST AND YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,594

- **Estimated Expense Ratio:** 0.277% 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|$92,301|$60,233|—|—|—|

| 2023|$52,268|$33,985|—|—|—|

| 2022|$42,417|—|—|—|—|

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