# Vert Markets LLC 401(k) Plan
Source: https://planprovider.pro/companies/vert-markets-inc-401k-plan

> Vert Markets LLC's 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vert Markets LLC

- **Sponsor EIN:** 820548255

- **Sponsor Address:** 5340 FRYLING ROAD, SUITE 100, ERIE, PA, 16510

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

- **Total Participants:** 104

- **Total Assets:** $45.7M

## 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|104|$45.7M|$660,808|$1.3M|

| 2023|137|$41.6M|$899,958|$1.4M|

| 2022|116|$34.8M|$778,822|$1.1M|

## 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|

| SCHAFFNER KNIGHT MINNAUGH & CO PC|Auditor|—|—|$0|

## 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|$84,958|—|$79,008|—|—|

| 2023|$83,533|—|$1,950|—|—|

| 2022|$86,359|—|—|—|$86,359|

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