Plan Snapshot
- Plan Sponsor: Viavi Solutions INC.
- Sponsor EIN: 942579683
- Sponsor Address: 3047 ORCHARD PARKWAY, SUITE 10, SAN JOSE, CA, 95134
- Plan Type: 401(k)
- Total Participants: 1,412
- Total Assets: $728.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,412 | $728.6M | $5.2M | $17.4M |
| 2023 | 1,513 | $659.8M | $5.4M | $17.9M |
| 2022 | 1,604 | $567.6M | $5.6M | $18.2M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | NONE | $157,104 | — | $157,104 |
| T ROWE PRICE RPS INC | NONE | $144,063 | — | $144,063 |
| MOSS ADAMS LLP | NONE | $36,225 | — | $36,225 |
| BAKER TILLY US, LLP | Auditor | $36,225 | — | $36,225 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $373,617
- Estimated Expense Ratio: 0.051% 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 | $325,552 | $32,664 | — | $36,225 | — |
| 2023 | $307,223 | $9,024 | — | $34,650 | — |
| 2022 | $355,313 | — | — | — | $185,019 |