Plan Snapshot
- Plan Sponsor: Viking Cloud, INC.
- Sponsor EIN: 811735115
- Sponsor Address: 70 W. MADISON STREET, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 316
- Total Assets: $25.8M
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. |
|---|---|---|---|---|
| 2025 | 316 | $25.8M | $0 | $0 |
| 2024 | 266 | $20.3M | $1.0M | $2.1M |
| 2023 | 326 | $15.8M | $1.1M | $2.2M |
| 2022 | 369 | $12.3M | $923,152 | $1.8M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | Other Service Provider | $46,648 | — | $46,648 |
| STANCORP FINANCIAL GROUP | Other Service Provider | $35,969 | — | $35,969 |
| KIMBERLIN COMPANY, PLLC | Other Service Provider | $7,920 | — | $7,920 |
| HUNNEX AND SHOEMAKER, INC. | Other Service Provider | — | $7,793 | $7,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,330
- Estimated Expense Ratio: 0.381% 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 |
|---|---|---|---|---|---|
| 2025 | $2,615,680 | $46,648 | $48,527 | — | — |
| 2024 | $87,424 | — | $45,892 | — | — |
| 2023 | $97,009 | $63,184 | $27,046 | — | — |
| 2022 | $40,644 | — | $40,644 | — | — |