Plan Snapshot
- Plan Sponsor: Vibrantz Corporation
- Sponsor EIN: 340217820
- Sponsor Address: 16945 NORTHCHASE DR STE 2000, HOUSTON, TX, 770602135
- Plan Type: DB
- Total Participants: 103
- Total Assets: $126.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 103 | $126.3M | $1.4M | $0 |
| 2023 | 114 | $193.9M | $1.4M | $0 |
| 2022 | 124 | $191.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS | Other Service Provider | $250,833 | — | $250,833 |
| CBIZ BENEFITS & INSURANCE | Other Service Provider | $237,200 | — | $237,200 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $43,224 | — | $43,224 |
| CLARK, SCHAEFER HACKETT & CO. | Other Service Provider | $15,393 | — | $15,393 |
| AETNA | Other Service Provider | $11,758 | — | $11,758 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $558,408
- Estimated Expense Ratio: 0.442% 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 | $1,294,339 | $469,235 | — | $17,893 | — |
| 2023 | $1,923,118 | — | — | — | — |
| 2022 | $2,382,736 | $664,654 | — | — | $298,063 |