Plan Snapshot
- Plan Sponsor: Vertical Earth, INC.
- Sponsor EIN: 582299053
- Sponsor Address: 6025 MATT HIGHWAY, CUMMING, GA, 30028
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $6.4M
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 | 355 | $6.4M | $924,614 | $816,268 |
| 2023 | 215 | $4.4M | $714,023 | $470,792 |
| 2022 | 108 | $3.1M | $559,689 | $383,833 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON LLC — 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 | $52,572 | — | $52,572 | — | — |
| 2023 | $38,086 | — | $38,086 | — | — |
| 2022 | $32,814 | — | $32,814 | — | — |