Plan Snapshot
- Plan Sponsor: Vasa Fitness LLC
- Sponsor EIN: 753139409
- Sponsor Address: 1259 SOUTH 800 EAST, OREM, UT, 84097
- Plan Type: 401(k)
- Total Participants: 981
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 981 | $4.7M | $125,859 | $599,257 |
| 2023 | 728 | $3.8M | $108,356 | $504,469 |
| 2022 | 932 | $3.0M | $82,315 | $542,234 |
| 2021 | 100 | $3.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $31,446 | — | $31,446 |
| ALLIANT INSURANCE SERVICES, INC. | SERVICE PROVIDER | — | $21,861 | $21,861 |
| RSM US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,307
- Estimated Expense Ratio: 1.126% 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 | $31,813 | $347 | $30,865 | — | — |
| 2023 | $24,456 | $42 | $24,264 | — | — |
| 2022 | $21,429 | — | — | — | — |
| 2021 | $20,336 | — | — | — | — |