Plan Snapshot
- Plan Sponsor: Vesta Corporation
- Sponsor EIN: 061512511
- Sponsor Address: 175 POWDER FOREST DRIVE, WEATOGUE, CT, 06089
- Plan Type: 401(k)
- Total Participants: 248
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 248 | $9.3M | $449,478 | $821,656 |
| 2023 | 247 | $7.5M | $390,632 | $698,391 |
| 2022 | 218 | $6.1M | $334,987 | $597,622 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $49,290 | — | — | — | — |
| 2023 | $42,712 | $15,124 | — | — | — |
| 2022 | $40,200 | — | $40,200 | — | — |