Plan Snapshot
- Plan Sponsor: V P Holdings LLC
- Sponsor EIN: 592778273
- Sponsor Address: 1 VALPAK AVE N, ST PETERSBURG, FL, 33716
- Plan Type: 401(k)
- Total Participants: 1,256
- Total Assets: $121.8M
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 | 1,256 | $121.8M | $860,396 | $7.6M |
| 2023 | 934 | $73.4M | $1.9M | $5.9M |
| 2022 | 946 | $60.2M | $1.8M | $5.5M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $67,577 | — | $67,577 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $56,051 | — | $56,051 |
| THE VANGUARD GROUP, INC. | RECORDKEEPER | $52,331 | — | $52,331 |
| CBIZ CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $175,959
- Estimated Expense Ratio: 0.144% 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 | $175,942 | $67,577 | — | — | — |
| 2023 | $168,996 | — | — | — | — |
| 2022 | $131,845 | — | — | — | — |