Plan Snapshot
- Plan Sponsor: Varidesk, LLC
- Sponsor EIN: 471148201
- Sponsor Address: 450 N. FREEPORT PARKWAY SUITE 2100, COPPELL, TX, 75019
- Plan Type: 401(k)
- Total Participants: 186
- Total Assets: $13.3M
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 | 186 | $13.3M | $253,732 | $1.8M |
| 2023 | 289 | $12.8M | $325,538 | $2.2M |
| 2022 | 346 | $9.2M | $305,079 | $2.1M |
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 |
|---|---|---|---|---|
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE CJ CPA GROUP, PLLC — Auditor
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 | $80,551 | $19,995 | $60,556 | — | — |
| 2023 | $69,190 | $19,842 | $49,348 | — | — |
| 2022 | $62,691 | $19,992 | $42,699 | — | — |