Plan Ledger DOL Form 5500 · updated monthly

Vertical Communications, Inc.401(k)

VERTICAL COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN · ROSWELL, GA · plan year 2023

Reported admin expense ratio · 2023
0.17%

Vertical Communications, Inc. reported $23,170 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.172%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,034th-largest of 2,160 plans among Georgia employers on file, and 6,737th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$14,354,306
Participants with balances116
Active participants85
Employer contributions—
Employee contributions$626,138
Employer contribution per active participant—
Average account balance$123,744
Benefits paid to participants$1,421,116
Plan auditUnmodified (clean) audit opinion
AuditorBD AND ASSOCIATES CPAS, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$14.4M · 116 accts
2022$12.7M · 120 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,170
Total administrative$23,170
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
NATIONWIDE · Recordkeeping$53,043
401 K SAFE LLC · Recordkeeping$6,447
BENEFIT PROFESSIONALS INC. · Pension consulting · Loan processing$16,691
IRON-CO-FID-COMPREHENSIVE · Investment advisory (plan)$9,615
LINCOLN FINANCIAL ADVISORS · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$23,170 · 0.17%
2022$26,043 · 0.17%
Similar plansProfessional & Technical Services · Georgia
Itential, Inc. GA$14.7M · 0.69%
Pierson Ferdinand LLP GA$14.7M · 0.07%
Om Partners USA, Inc. GA$14.1M · 0.50%
Ingo Money, Inc GA$14.1M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581438684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.