Plan Snapshot
- Plan Sponsor: Vistage Worldwide, INC.
- Sponsor EIN: 954666411
- Sponsor Address: 4840 EASTGATE MALL, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $28.6M
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. |
|---|---|---|---|---|
| 2023 | 221 | $28.6M | $716,439 | $2.1M |
| 2022 | 214 | $23.2M | $713,038 | $2.0M |
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 |
|---|---|---|---|---|
| ONE DIGITAL TOPCO LLC DBA RESOURCES | OTHER | $80,000 | — | $80,000 |
| JGD & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JGD & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,000
- 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 |
|---|---|---|---|---|---|
| 2023 | $40,395 | — | — | — | — |
| 2022 | $41,629 | — | $41,629 | — | — |