Plan Snapshot
- Plan Sponsor: Viaquest, INC.
- Sponsor EIN: 311682039
- Sponsor Address: 525 METRO PLACE NORTH, DUBLIN, OH, 43017
- Plan Type: DC
- Total Participants: 2,908
- Total Assets: $8.2M
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 | 2,908 | $8.2M | $0 | $1.4M |
| 2023 | 2,903 | $6.7M | $0 | $1.3M |
| 2022 | 1,523 | $4.7M | $0 | $892,371 |
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 |
|---|---|---|---|---|
| NATIONWIDE INSURANCE | TRUST RECORDKEEPER | $22,480 | — | $22,480 |
| MORGAN STANLEY SMITH BARNEY LLC | NONE | — | $17,853 | $17,853 |
| HW&CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE INSURANCE — TRUST RECORDKEEPER
- MORGAN STANLEY SMITH BARNEY LLC — NONE
- HW&CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,333
- Estimated Expense Ratio: 0.494% 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 | $68,590 | — | — | — | — |
| 2023 | $63,291 | — | $63,291 | — | — |
| 2022 | $44,043 | — | $44,043 | — | — |