Plan Snapshot
- Plan Sponsor: Viant Medical, LLC
- Sponsor EIN: 261468849
- Sponsor Address: 2 HAMPSHIRE STREET, FOXBOROUGH, MA, 02035
- Plan Type: 401(k)
- Total Participants: 2,944
- Total Assets: $153.0M
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 | 2,944 | $153.0M | $4.8M | $14.8M |
| 2023 | 3,133 | $123.7M | $5.2M | $15.1M |
| 2022 | 3,231 | $96.1M | $4.1M | $13.3M |
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 |
|---|---|---|---|---|
| OAKWOOD CAPITAL SECURITIES, INC | BROKER/ADVISOR | — | $95,123 | $95,123 |
| EMPOWER ADVISORY FROUP, LLC | INVESTMENT MGMT | $55,567 | — | $55,567 |
| TRUOG-RYDING COMPANY, INC | CONTRACT ADMINISTRATOR | $29,332 | $10,000 | $39,332 |
| EMPOWER ANNUITY INSURANCE CO | RECORDKEEPER | $29,589 | — | $29,589 |
| KIMBERLIN COMPANY PLLC | AUDITOR | $13,000 | — | $13,000 |
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,611
- Estimated Expense Ratio: 0.152% 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 | $106,156 | — | — | — | — |
| 2023 | $105,906 | — | — | — | — |
| 2022 | $44,475 | $25,975 | $8,000 | — | $10,500 |