# Ovivo Usa LLC 401(k) Plan
Source: https://planprovider.pro/companies/ovivo-usa-llc-401k-plan

> Ovivo Usa LLC's 401(k) plan: 501 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$109,800|—|$109,800|

| RESOURCES INVESTMENT ADVISORS|INVESTMENT ADVISORY|—|$55,014|$55,014|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RESOURCES INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $164,814

- **Estimated Expense Ratio:** 0.319% 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|$109,800|—|$109,800|—|—|

| 2023|$92,178|—|$92,178|—|—|

| 2022|$83,092|—|$83,092|—|—|

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