Plan Snapshot
- Plan Sponsor: Viant Technology LLC
- Sponsor EIN: 811358701
- Sponsor Address: 2722 MICHELSON DRIVE, SUITE 100, IRVINE, CA, 92612
- Plan Type: DC
- Total Participants: 353
- Total Assets: $42.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 353 | $42.2M | $0 | $4.1M |
| 2023 | 335 | $35.7M | $0 | $3.7M |
| 2022 | 307 | $28.2M | $0 | $4.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $59,356 | — | $59,356 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $8,803 | — | $8,803 |
| WRIGHT FORD YOUNG & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WRIGHT FORD YOUNG & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,159
- Estimated Expense Ratio: 0.162% 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 | $68,158 | — | $68,158 | — | — |
| 2023 | $63,817 | — | $63,817 | — | — |
| 2022 | $61,333 | $4,727 | — | — | — |