Plan Snapshot
- Plan Sponsor: Vertos Medical, INC.
- Sponsor EIN: 202214577
- Sponsor Address: 95 ENTERPRISE SUITE 325, ALISO VIEJO, CA, 92656
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 66 | $17.3M | $721,197 | $3.4M |
| 2023 | 184 | $13.8M | $589,300 | $2.5M |
| 2022 | 134 | $8.9M | $159,394 | $1.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $17,820 | — | $17,820 |
| PREMIER PLAN CONSULTANTS | CONTRACT ADMIN | $14,347 | — | $14,347 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,167
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 |
|---|---|---|---|---|---|
| 2025 | $14,700 | — | $14,700 | — | — |
| 2024 | $25,056 | — | $25,056 | — | — |
| 2023 | $866 | — | $866 | — | — |
| 2022 | — | — | — | — | — |