Plan Snapshot
- Plan Sponsor: Virtual Marketing Strategies, INC.
- Sponsor EIN: 351949432
- Sponsor Address: 1060 N CAPITOL AVENUE, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $17.9M
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 | 144 | $17.9M | $692,505 | $1.5M |
| 2023 | 146 | $14.7M | $533,040 | $1.1M |
| 2022 | 93 | $11.4M | $441,337 | $981,314 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $35,398 | $30,420 | — | — | — |
| 2023 | $27,345 | $23,948 | — | — | — |
| 2022 | $34,242 | — | — | — | — |