Plan Snapshot
- Plan Sponsor: Via Mobility Services
- Sponsor EIN: 840777296
- Sponsor Address: 2855 63RD ST, BOULDER, CO, 80301
- Plan Type: 403(b)
- Total Participants: 267
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 267 | $5.0M | $177,203 | $488,760 |
| 2023 | 264 | $4.6M | $186,838 | $513,594 |
| 2022 | 334 | $4.4M | $200,750 | $559,668 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — 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 | $25,884 | $14,501 | $4,617 | — | — |
| 2023 | $26,285 | $13,981 | $5,780 | — | — |
| 2022 | $23,911 | $12,032 | $11,879 | — | — |