# Virgin Pulse, INC. 401(k) Plan
Source: https://planprovider.pro/companies/virgin-pulse-inc-401k-plan

> Virgin Pulse, INC.'s 401(k) plan: 2,337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Virgin Pulse, INC.

- **Sponsor EIN:** 202547480

- **Sponsor Address:** 75 FOUNTAIN STREET, SUITE 310, PROVIDENCE, RI, 02902

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

- **Total Participants:** 2,337

- **Total Assets:** $155.8M

## 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.|

| 2024|2,337|$155.8M|$2.3M|$9.3M|

| 2023|1,115|$84.6M|$2.2M|$8.8M|

| 2022|1,103|$70.7M|$2.4M|$9.2M|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$184,869|—|$184,869|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$71,046|—|$71,046|

| BENEFIT SOLUTIONS ETC, LTD.|CONTRACT ADMIN|$65,417|—|$65,417|

| UBS FINANCIAL SERVICES|INVESTMENT ADVISOR|$50,032|—|$50,032|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$47,482|—|$47,482|

| PRINCIPAL FINANCIAL GROUP|OTHER|$18,016|—|$18,016|

| HALLOWELL 401K ASSURANCE|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

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

- [HALLOWELL 401K ASSURANCE](https://planprovider.pro/provider/hallowell-401k-assurance-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $436,862

- **Estimated Expense Ratio:** 0.280% 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|$428,687|$168,559|$9,842|—|—|

| 2023|$330,955|$73,580|$257,375|—|—|

| 2022|$328,690|—|—|—|$328,690|

## Similar Plans

- [Newport Harbor Corporation](https://planprovider.pro/companies/newport-harbor-corporation-plan-002) — 1,207 participants

- [Newport Harbor Corporation](https://planprovider.pro/companies/newport-harbor-corporation-plan-003) — 925 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/virgin-pulse-inc-401k-plan)

© 2026 PlanProvider.Pro