Plan Snapshot
- Plan Sponsor: Vaden Holding, INC.
- Sponsor EIN: 581032937
- Sponsor Address: 12020 ABERCORN ST, SAVANNAH, GA, 31419
- Plan Type: 401(k)
- Total Participants: 595
- Total Assets: $17.7M
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 | 595 | $17.7M | $316,695 | $1.9M |
| 2023 | 521 | $14.9M | $325,365 | $1.7M |
| 2022 | 492 | $11.6M | $301,564 | $1.8M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $67,934 | — | $67,934 |
| LPL FINANCIAL CORPORATION | INVESTMENT ADVISOR | $39,616 | — | $39,616 |
| HENDERSON HUCHERSON AND MCCULLOUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $107,550
- Estimated Expense Ratio: 0.607% 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 | $107,550 | $39,616 | — | — | — |
| 2023 | $82,294 | — | — | $31,692 | — |
| 2022 | $100,876 | $29,531 | — | — | — |