# Vehlo Purchaser, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vehlo-purchaser-llc-401k-plan

> Vehlo Purchaser, LLC's 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vehlo Purchaser, LLC

- **Sponsor EIN:** 841894196

- **Sponsor Address:** 2035 LAKESIDE CENTRE WAY, SUITE 100, KNOXVILLE, TN, 37922

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

- **Total Participants:** 484

- **Total Assets:** $16.1M

## 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|484|$16.1M|$607,288|$2.5M|

| 2023|395|$10.9M|$287,908|$1.8M|

| 2022|343|$5.8M|$280,935|$1.4M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$49,666|—|$49,666|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISORY - PL|$23,389|—|$23,389|

| ERISA SERVICES, INC|RECORDKEEPER|$5,065|$307|$5,372|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISORY - PL

- [ERISA SERVICES, INC](https://planprovider.pro/provider/commonwealth-financial-network) — RECORDKEEPER

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $78,427

- **Estimated Expense Ratio:** 0.488% 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|$93,309|—|$93,309|—|—|

| 2023|$52,931|—|$52,931|—|—|

| 2022|$34,514|—|$34,514|—|—|

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

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