Plan Snapshot
- Plan Sponsor: Vevo LLC
- Sponsor EIN: 900459202
- Sponsor Address: 11 TIMES SQUARE, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $34.3M
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 | 264 | $34.3M | $928,648 | $3.2M |
| 2023 | 292 | $29.0M | $898,105 | $3.2M |
| 2022 | 296 | $21.3M | $746,438 | $2.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $80,681 | — | $80,681 |
| AURORA PRIVATE WEALTH, INC. | Investment Advisor | — | $33,101 | $33,101 |
| ALERA INVESTMENT ADVISORS, LLC | Investment Advisor | — | $21,300 | $21,300 |
| ASSOCIATED PENSION CONSULTANTS | Recordkeeper | $3,840 | $15,998 | $19,838 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $154,920
- Estimated Expense Ratio: 0.452% 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 | $84,521 | — | $84,521 | — | — |
| 2023 | $63,751 | — | $63,751 | — | — |
| 2022 | $62,782 | — | $62,782 | — | — |