VEROS FINANCIAL HOLDINGS, INC. ESOP

Plan Contact

  • Address: 2333 N BROADWAY STE 400,SANTA ANA,CA
  • Contact person: ERIKA ANGEL
  • Phone: (714) 210-6945

Plan General Information

VEROS FINANCIAL HOLDINGS, INC. ESOP Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of VEROS FINANCIAL HOLDINGS, INC. ESOP is $4,170,000.00.This plan was established in 2023.

VEROS FINANCIAL HOLDINGS, INC. ESOP Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in VEROS FINANCIAL HOLDINGS, INC. ESOP is 269

VEROS FINANCIAL HOLDINGS, INC. ESOP Average Participant Retirement Account Value

In 2023, the average participant retirement account value for VEROS FINANCIAL HOLDINGS, INC. ESOP is $15,501.00

VEROS FINANCIAL HOLDINGS, INC. ESOP Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in VEROS FINANCIAL HOLDINGS, INC. ESOP is approximately $15,743.00
Investing in this additonal $15,743.00 for 20 years would give you extra $1,007,583.00, assuming a 10% annual return.

VEROS FINANCIAL HOLDINGS, INC. ESOP Expense Ratio

In 2023, the investment and administrative expense ratio of VEROS FINANCIAL HOLDINGS, INC. ESOP is 0.00%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …