Plan Snapshot
- Plan Sponsor: Viking River Cruises, INC.
- Sponsor EIN: 954788283
- Sponsor Address: 5700 CANOGA AVENUE, WOODLAND HILLS, CA, 913676569
- Plan Type: 401(k)
- Total Participants: 1,446
- Total Assets: $68.2M
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 | 1,446 | $68.2M | $3.9M | $7.9M |
| 2023 | 1,457 | $49.3M | $3.3M | $6.6M |
| 2022 | 1,378 | $33.6M | $1.6M | $4.3M |
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 |
|---|---|---|---|---|
| MERCER INVESTMENTS, LLC | INVESTMENT ADVISOR | $33,278 | — | $33,278 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $24,272 | — | $24,272 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,550
- Estimated Expense Ratio: 0.084% 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 | $57,550 | $24,272 | — | — | — |
| 2023 | $33,572 | $8,876 | — | — | — |
| 2022 | $100,342 | $56,625 | $43,717 | — | — |