# Vistage Worldwide, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vistage-worldwide-inc-401k-plan

> Vistage Worldwide, INC.'s 401(k) plan: 221 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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](https://planprovider.pro/provider/jgd-and-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|—|—|

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