# V-Soft Consulting Group 401(k) Plan
Source: https://planprovider.pro/companies/v-soft-consulting-group-401k-plan

> V-Soft Consulting Group's 401(k) plan: 536 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** V-Soft Consulting Group

- **Sponsor EIN:** 760532643

- **Sponsor Address:** 2550 EASTPOINT PKWY, LOUISVILLE, KY, 40223

- **Plan Type:** 401(k)

- **Total Participants:** 536

- **Total Assets:** $37.0M

## 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|536|$37.0M|$129,231|$4.5M|

| 2023|588|$32.8M|$1.2M|$4.9M|

| 2022|654|$25.4M|$1.0M|$4.9M|

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AME|RECORDKEEPER|$140,737|—|$140,737|

| CREATIVE RETIREMENT SYSTEMS, INC.|CONTRACT ADMIN|$44,114|—|$44,114|

| CERITY PARTNERS RETIREMENT|INVESTMENT ADVISOR|$42,811|—|$42,811|

| AGRI INVESTMENT SERVICES, LLC|OTHER|$7,891|—|$7,891|

| JONES, NALE & MATTINGLY, PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JONES, NALE & MATTINGLY, PLC](https://planprovider.pro/provider/jones-nale-and-mattingly-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $235,553

- **Estimated Expense Ratio:** 0.637% 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|$238,153|$50,702|$44,114|—|—|

| 2023|$187,498|—|$25,018|—|—|

| 2022|$173,543|—|—|—|—|

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