# Viant Medical, LLC 401(k) Plan
Source: https://planprovider.pro/companies/viant-medical-llc-401k-plan

> Viant Medical, LLC's 401(k) plan: 2,944 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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