Plan Snapshot
- Plan Sponsor: Virtus Investment Partners, INC.
- Sponsor EIN: 954191764
- Sponsor Address: ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
- Plan Type: 401(k)
- Total Participants: 750
- Total Assets: $330.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 750 | $330.1M | $8.7M | $15.8M |
| 2023 | 771 | $276.9M | $8.3M | $15.1M |
| 2022 | 718 | $215.9M | $7.4M | $12.9M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $87,951 | $26,457 | — | — | — |
| 2023 | $70,707 | $22,762 | — | — | — |
| 2022 | $26,285 | $16,024 | — | — | — |