Plan Snapshot
- Plan Sponsor: Vinik Sports Group LLC
- Sponsor EIN: 844470238
- Sponsor Address: 401 CHANNELSIDE DRIVE, TAMPA, FL, 33602
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $35.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 547 | $35.7M | $1.5M | $3.8M |
| 2023 | 557 | $27.9M | $935,750 | $2.5M |
| 2022 | 457 | $21.8M | $893,929 | $2.3M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | NONE | $58,833 | — | $58,833 |
| AMERIPRISE FINANCIAL SERVICES | NONE | $34,737 | — | $34,737 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,570
- Estimated Expense Ratio: 0.262% 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 | $93,570 | $34,737 | — | — | — |
| 2023 | $91,725 | $27,212 | — | — | — |
| 2022 | $71,157 | $26,315 | — | — | $44,842 |