# Versiti, INC. 403(b) Plan
Source: https://planprovider.pro/companies/versiti-inc-403b-plan

> Versiti, INC.'s 403(b) plan: 387 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Versiti, INC.

- **Sponsor EIN:** 454675354

- **Sponsor Address:** PO BOX 2178, 638 NORTH 18TH STREET, MILWAUKEE, WI, 53201

- **Plan Type:** 403(b)

- **Total Participants:** 387

- **Total Assets:** $95.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|387|$95.5M|$0|$0|

| 2023|410|$92.9M|$0|$0|

| 2022|439|$84.9M|$0|$0|

## 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|

| GRANT THORNTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — 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|$87,330|$27,349|$14,560|—|—|

| 2023|$89,159|$46,027|$12,688|—|—|

| 2022|$102,858|$12,320|—|—|$41,381|

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