# Viant Technology LLC DC Plan
Source: https://planprovider.pro/companies/viant-technology-llc-plan-001

> Viant Technology LLC&#39;s DC plan: 353 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WRIGHT FORD YOUNG & CO.](https://planprovider.pro/provider/wright-ford-young-and-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|—|—|—|

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