# Viega, LLC 401(k) Plan
Source: https://planprovider.pro/companies/viega-llc-401k-plan

> Viega, LLC's 401(k) plan: 1,234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Viega, LLC

- **Sponsor EIN:** 205194438

- **Sponsor Address:** 585 INTERLOCKEN BLVD, BROOMFIELD, CO, 80021

- **Plan Type:** 401(k)

- **Total Participants:** 1,234

- **Total Assets:** $102.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|1,234|$102.3M|$6.0M|$6.4M|

| 2023|926|$79.6M|$4.9M|$5.2M|

| 2022|757|$65.2M|$4.3M|$4.6M|

## 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|$101,280|—|$101,280|

| SAGEVIEW ADVISORY GROUP LLC|ADVISOR|$22,727|—|$22,727|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADV/ADVISOR|$21,423|—|$21,423|

| SWINDOLL, JANZEN, HAWK & LOYD, LLC|ACCOUNTANT/AUDITOR|$6,000|—|$6,000|

### 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

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADV/ADVISOR

- [SWINDOLL, JANZEN, HAWK & LOYD, LLC](https://planprovider.pro/provider/swindoll-janzen-hawk-and-loyd-llc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $151,430

- **Estimated Expense Ratio:** 0.148% 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|$151,380|$29,150|—|$6,000|—|

| 2023|$133,829|$38,883|—|$24,900|—|

| 2022|$117,607|—|—|—|—|

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