# Virtuoso, Ltd 401(k) Plan
Source: https://planprovider.pro/companies/virtuoso-ltd-401k-plan

> Virtuoso, Ltd's 401(k) plan: 276 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Virtuoso, Ltd

- **Sponsor EIN:** 135670009

- **Sponsor Address:** 777 MAIN STREET STE 900, FORT WORTH, TX, 76102

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

- **Total Participants:** 276

- **Total Assets:** $42.8M

## 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|276|$42.8M|$960,201|$2.8M|

| 2023|251|$36.0M|$767,916|$2.1M|

| 2022|194|$29.1M|$815,423|$1.7M|

## 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|

| BDO USA P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|$77,173|$42,023|—|—|—|

| 2023|$68,305|$37,057|—|—|—|

| 2022|$68,469|—|—|—|—|

## Similar Plans

- [Mondee, INC.](https://planprovider.pro/companies/mondee-inc-401k-plan) — 194 participants

- [Sabre Glbl INC.](https://planprovider.pro/companies/sabre-glbl-inc-plan) — 165 participants

- [Brightspot Incentives & Events, INC.](https://planprovider.pro/companies/brightspot-incentives-events-inc-401k-plan) — 84 participants

- [Campbell Resources, Ltd.](https://planprovider.pro/companies/campbell-resources-ltd-401k-plan) — 12 participants

- [Bare Necessities Tour & Travel](https://planprovider.pro/companies/bare-necessities-tour-travel-401k-plan) — 4 participants

- [Teta'S Travel, INC.](https://planprovider.pro/companies/teta-s-travel-inc-401k-plan) — 2 participants

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

© 2026 PlanProvider.Pro