# Vertin Company 401(k) Plan
Source: https://planprovider.pro/companies/vertin-company-401k-plan

> Vertin Company's 401(k) plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vertin Company

- **Sponsor EIN:** 411404354

- **Sponsor Address:** 501 NEBRASKA AVENUE, BRECKENRIDGE, ND, 565201515

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

- **Total Participants:** 678

- **Total Assets:** $24.1M

## 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|678|$24.1M|$451,593|$1.3M|

| 2023|635|$20.3M|$450,767|$1.1M|

| 2022|328|$17.6M|$406,876|$1.0M|

## 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|

| EDWARD JONES|INVESTMENT ADVISOR|$42,012|—|$42,012|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$35,316|—|$35,316|

| MICHAEL L ANDERSON & ASSOCIATES PLL|OTHER|$6,300|—|$6,300|

| MICHAEL L ANDERSON & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MICHAEL L ANDERSON & ASSOCIATES](https://planprovider.pro/provider/michael-l-anderson-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,628

- **Estimated Expense Ratio:** 0.348% 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|$83,628|$42,012|—|—|—|

| 2023|$64,807|$35,366|—|—|—|

| 2022|$62,575|—|$62,575|—|—|

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