Plan Snapshot
- Plan Sponsor: Vistex, INC.
- Sponsor EIN: 364278759
- Sponsor Address: 2300 BARRINGTON ROAD, STE. 700, HOFFMAN ESTATES, IL, 60169
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 444
- Total Assets: $58.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 444 | $58.9M | $0 | $0 |
| 2024 | 358 | $49.3M | $1.5M | $3.8M |
| 2023 | 370 | $42.3M | $1.5M | $3.8M |
| 2022 | 352 | $31.2M | $1.2M | $3.2M |
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 ADVISORY GROUP | Recordkeeper | $82,358 | — | $82,358 |
| FIDUCIARY FINANCIAL PARTNERS | Other Service Provider | $52,184 | — | $52,184 |
| CARNOW AND ASSOCIATES LTD | Recordkeeper | $48,252 | — | $48,252 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,794
- Estimated Expense Ratio: 0.311% 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 |
|---|---|---|---|---|---|
| 2025 | $5,388,935 | $52,184 | $48,252 | — | — |
| 2024 | $247,673 | $65,061 | $40,161 | — | — |
| 2023 | $194,684 | $50,700 | $33,537 | — | — |
| 2022 | $136,740 | — | — | — | — |