Plan Snapshot
- Plan Sponsor: Directviz Solutions LLC
- Sponsor EIN: 460795124
- Sponsor Address: 1595 SPRING HILL ROAD, VIENNA, VA, 22182
- Plan Type: 401(k)
- Total Participants: 369
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 369 | $15.9M | $971,838 | $2.0M |
| 2023 | 352 | $13.1M | $556,655 | $1.6M |
| 2022 | 341 | $9.7M | $653,457 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $48,664 | — | $48,664 |
| UBS FINANCIAL SERVICES | Investment Advisor | $31,429 | $7 | $31,436 |
| COASTAL PENSION SERVICES LLC | Other Service Provider | — | $5,506 | $5,506 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,606
- Estimated Expense Ratio: 0.538% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $83,972 | $32,979 | $48,664 | — | — |
| 2023 | $68,457 | $10,871 | $41,270 | — | — |
| 2022 | $78,369 | $9,689 | $46,698 | — | $21,982 |