Verdantas LLC Retirement Plan — Form 5500 plan (Verdantas LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Verdantas LLC Retirement Plan is a benefit plan reported by Verdantas LLC under EIN 34-1549829 and plan number 001. The latest loaded filing year is 2023. The filing reports 659 participants and $99,936,043 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Verdantas LLC
- EIN
- 34-1549829
- Plan number
- 001
- Plan type
- 2
- Location
- Dublin, OH
- Latest filing year
- 2023
- Participants
- 659
- End-of-year plan assets
- $99,936,043
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 659 | H, C | 20241015082524NAL0029010929001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,936,043
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,936,043
- Net assets (BOY)
- $69,558,870
Income & contributions
- Employer contributions
- $1,246,629
- Participant contributions
- $4,693,290
- Total contributions
- $7,433,954
- Total income / additions
- $22,386,640
Expenses & distributions
- Benefits paid
- $7,505,409
- Administrative expenses
- $129,009
- Total expenses
- $7,693,337
- Net increase / (decrease)
- $14,693,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco, LLC | INVESTMENT/FINANCIAL ADVI | $137,235 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $60,379 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |