Plan Snapshot
- Plan Sponsor: Vectra Integration, INC.
- Sponsor EIN: 331031207
- Sponsor Address: 2242 SOUTH OLD DECKER ROAD, VINCENNES, IN, 47591
- Plan Type: 401(k)
- Total Participants: 203
- Total Assets: $4.9M
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 | 203 | $4.9M | $94,575 | $582,968 |
| 2023 | 226 | $4.4M | $113,763 | $583,230 |
| 2022 | 223 | $3.8M | $96,982 | $494,750 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $22,758 | — | $22,758 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $19,823 | — | $19,823 |
| FIFTH THIRD BANK | Investment Advisor | $11,272 | — | $11,272 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,853
- Estimated Expense Ratio: 1.105% 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 | $53,853 | $31,095 | — | — | — |
| 2023 | $42,980 | $25,571 | — | — | — |
| 2022 | $41,555 | $19,752 | $21,803 | — | — |