# Vasona Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vasona-management-inc-401k-plan

> Vasona Management, INC.'s 401(k) plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vasona Management, INC.

- **Sponsor EIN:** 941692844

- **Sponsor Address:** 1500 E. HAMILTON AVENUE, CAMPBELL, CA, 95008

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

- **Total Participants:** 74

- **Total Assets:** $4.8M

## 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|74|$4.8M|$0|$334,134|

| 2023|72|$4.1M|$0|$232,779|

| 2022|85|$4.0M|$0|$222,570|

## 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|

| YULISHANA, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [YULISHANA, INC.](https://planprovider.pro/provider/yulishana-inc) — 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|$250,173|—|$24,465|—|—|

| 2023|$26,002|—|—|—|—|

| 2022|$56,264|$14,494|$15,242|—|$26,528|

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