Plan Snapshot
- Plan Sponsor: Vantiva Usa Shared Services, INC.
- Sponsor EIN: 351724835
- Sponsor Address: 4855 PEACHTREE INDUSTRIAL BLVD, NORCROSS, GA, 30092
- Plan Type: 401(k)
- Total Participants: 2,144
- Total Assets: $441.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,144 | $441.2M | $4.5M | $10.3M |
| 2023 | 1,074 | $459.3M | $5.5M | $12.1M |
| 2022 | 1,319 | $418.5M | $6.2M | $13.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | $133,865 | — | $133,865 |
| MORGAN STANLEY | NONE | $107,737 | — | $107,737 |
| FIDELITY INVESTMENTS INSTIT OPS CO | NONE | $105,445 | — | $105,445 |
| CLIFTONLARSONALLEN | NONE | $7,035 | — | $7,035 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- MORGAN STANLEY — NONE
- FIDELITY INVESTMENTS INSTIT OPS CO — NONE
- CLIFTONLARSONALLEN — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $354,082
- Estimated Expense Ratio: 0.080% 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 | $515,052 | $133,865 | $1,800 | $7,035 | — |
| 2023 | $545,243 | $143,963 | $600 | $21,210 | — |
| 2022 | $347,128 | $139,247 | — | — | — |