# Virtu Financial Operating LLC DC Plan
Source: https://planprovider.pro/companies/virtu-financial-operating-llc-plan

> Virtu Financial Operating LLC's DC plan: 630 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Virtu Financial Operating LLC

- **Sponsor EIN:** 262211621

- **Sponsor Address:** 1633 BROADWAY, NEW YORK, NY, 10019

- **Plan Type:** DC

- **Total Participants:** 630

- **Total Assets:** $659.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|630|$659.6M|$0|$16.2M|

| 2023|656|$578.7M|$0|$15.1M|

| 2022|653|$486.1M|$0|$13.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$96,024|—|$96,024|

| EISNERAMPER LLP|ACCOUNTANT/AUDITOR|$37,440|—|$37,440|

| STRATEGIC ADVISORS, INC.|ADVISOR|$27,412|—|$27,412|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $160,876

- **Estimated Expense Ratio:** 0.024% 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|$192,267|$27,412|—|$37,440|—|

| 2023|$278,774|$19,865|$900|$126,909|—|

| 2022|$264,526|$13,721|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/virtu-financial-operating-llc-plan)

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