# Vanguard Direct, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vanguard-direct-401k-plan

> Vanguard Direct, INC.'s 401(k) plan: 133 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vanguard Direct, INC.

- **Sponsor EIN:** 112517083

- **Sponsor Address:** 519 8TH AVE 23RD FLOOR, NEW YORK, NY, 100184570

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

- **Total Participants:** 133

- **Total Assets:** $24.7M

## 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|133|$24.7M|$103,937|$983,210|

| 2023|135|$22.3M|$100,881|$974,732|

| 2022|131|$18.8M|$94,878|$953,954|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$73,317|—|—|—|—|

| 2023|$71,964|—|—|—|—|

| 2022|$64,667|—|—|—|—|

## Similar Plans

- [Johnston Paper Company INC.](https://planprovider.pro/companies/johnston-paper-company-inc-401k-plan) — 139 participants

- [Gould Paper Corporation](https://planprovider.pro/companies/gould-paper-corporation-401k-plan) — 206 participants

- [King Zak Industries, INC.](https://planprovider.pro/companies/king-zak-industries-inc-plan) — 51 participants

- [The Weeks-Lerman Group, LLC](https://planprovider.pro/companies/the-weeks-lerman-group-llc-401k-plan) — 47 participants

- [The Georgian Press INC](https://planprovider.pro/companies/the-georgian-press-inc-plan) — 2 participants

- [Central National Gottesman INC](https://planprovider.pro/companies/central-national-gottesman-inc-401k-plan-002) — 293 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vanguard-direct-401k-plan)

© 2026 PlanProvider.Pro