I3 Verticals Management Services,inc. 401(k) Plan: Login, Facts & Contact Information
I3 Verticals Management Services,inc. 401(k) Login
5 former I3 Verticals Management Services,inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
I3 Verticals Management Services,inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Oct 1, 2024 – Sep 30, 2025), filed Jul 15, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $8.83 million went into the plan in contributions, $1.87 million of it from the employer (21%).
- $23.4 million was paid out to participants.
- Investment and other income added $8.18 million.
- Administrative expenses were $412,468, about $426 per account.
How the I3 Verticals Management Services,inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 614 | $19.3 million | $394,693 | $2.35 million |
| 2020 | 705 | $35.5 million | $1.20 million | $2.73 million |
| 2021 | 1,552 | $40.9 million | $1.97 million | $4.22 million |
| 2022 | 1,650 | $55.6 million | $2.47 million | $4.31 million |
| 2023 | 1,656 | $74.5 million | $2.33 million | $6.46 million |
| 2024 | 1,592 | $67.4 million | $1.87 million | $23.4 million |
I3 Verticals Management Services,inc. 401(k) Contact Information
Questions about the I3 Verticals Management Services,inc. 401(k)
Does I3 Verticals Management Services,inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.87 million, 21% of all contributions.
Does the I3 Verticals Management Services,inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the I3 Verticals Management Services,inc 401(k) plan?
1,592 participants at the start of plan year 2024, 880 of them active employees, and 5 former employees who still had money in the plan.
What is the average 401(k) balance at I3 Verticals Management Services,inc?
About $69,663 per account: $67.4 million in plan assets across 968 accounts with a balance at the end of plan year 2024.
Who manages the I3 Verticals Management Services,inc 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA FINANCIAL LIFE INS CO) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at I3 Verticals Management Services,inc. How do I access my 401(k)?
Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.