# Veros Credit LLC 401(k) Plan
Source: https://planprovider.pro/companies/veros-credit-llc-401k-plan

> Veros Credit LLC's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Veros Credit LLC

- **Sponsor EIN:** 273146015

- **Sponsor Address:** 2333 N BROADWAY STE 400, SANTA ANA, CA, 92706

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

- **Total Participants:** 242

- **Total Assets:** $11.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|242|$11.5M|$1.1M|$986,236|

| 2023|217|$10.6M|$375,000|$964,439|

| 2022|221|$7.9M|$600,000|$915,745|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$48,374|—|$48,374|

| PENSIONMARK FINANCIAL GROUP, LLC|NONE|$32,561|—|$32,561|

| KIECKHAFER SCHIFFER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KIECKHAFER SCHIFFER LLP](https://planprovider.pro/provider/kieckhafer-schiffer-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $80,935

- **Estimated Expense Ratio:** 0.703% 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|$81,010|$32,561|$48,449|—|—|

| 2023|$72,075|$33,284|$38,791|—|—|

| 2022|$71,848|—|$71,848|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/veros-credit-llc-401k-plan)

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