Plan Snapshot
- Plan Sponsor: Ovivo Usa LLC
- Sponsor EIN: 760742644
- Sponsor Address: 2300 GREENHILL DR STE 100, ROUND ROCK, TX, 78664
- Plan Type: 401(k)
- Total Participants: 501
- Total Assets: $51.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 501 | $51.7M | $1.1M | $3.0M |
| 2023 | 437 | $44.3M | $1.0M | $2.5M |
| 2022 | 400 | $37.5M | $711,638 | $1.9M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $109,800 | — | $109,800 | — | — |
| 2023 | $92,178 | — | $92,178 | — | — |
| 2022 | $83,092 | — | $83,092 | — | — |