Virtus Investment Partners, Inc. 401(k) Plan: Login, Facts & Contact Information

Virtus Investment Partners, Inc. 401(k) Plan Facts

Plan name
VIRTUS INVESTMENT PARTNERS, INC. SAVINGS AND INVESTMENT PLAN
Plan type
401(k) with employer contributions
Plan sponsor
VIRTUS INVESTMENT PARTNERS, INC.
Participants
950 (750 active employees)
Former employees with a balance
184
Plan assets
$330,068,353 at Dec 31, 2024
Average account balance
$356,445 across 926 accounts
Employer contributions
$8,736,163 in plan year 2024 (30% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 2008
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $28.9 million went into the plan in contributions, $8.74 million of it from the employer (30%).
  • $18.1 million was paid out to participants.
  • Investment and other income added $42.5 million.
  • Administrative expenses were $87,951, about $95 per account.

How the Virtus Investment Partners, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019657$156.6 million$6.13 million$10.8 million
2020656$202.3 million$6.33 million$6.42 million
2021658$243.1 million$5.85 million$7.77 million
2022757$215.9 million$7.40 million$16.9 million
2023875$276.9 million$8.33 million$11.8 million
2024950$330.1 million$8.74 million$18.1 million

Virtus Investment Partners, Inc. 401(k) Contact Information

Phone
860-263-4840
Mailing address
ONE FINANCIAL PLAZA, HARTFORD CT 06103
Plan sponsor
VIRTUS INVESTMENT PARTNERS, INC.
Employer identification number (EIN)
95-4191764
Plan number
001

Questions about the Virtus Investment Partners, Inc. 401(k)

Does Virtus Investment Partners, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.74 million, 30% of all contributions.

Does the Virtus Investment Partners, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Virtus Investment Partners, Inc 401(k) plan?

950 participants at the start of plan year 2024, 750 of them active employees, and 184 former employees who still had money in the plan.

What is the average 401(k) balance at Virtus Investment Partners, Inc?

About $356,445 per account: $330.1 million in plan assets across 926 accounts with a balance at the end of plan year 2024.

Who manages the Virtus Investment Partners, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Virtus Investment Partners, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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