# Visual Comfort & Co. 401(k) Plan
Source: https://planprovider.pro/companies/visual-comfort-co-401k-plan

> Visual Comfort & Co.'s 401(k) plan: 1,401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Visual Comfort & Co.

- **Sponsor EIN:** 208831825

- **Sponsor Address:** 22400 NORTHWEST LAKE DRIVE, HOUSTON, TX, 77095

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

- **Total Participants:** 1,401

- **Total Assets:** $86.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|1,401|$86.7M|$3.7M|$6.9M|

| 2023|1,242|$68.8M|$2.9M|$5.4M|

| 2022|1,037|$53.8M|$2.4M|$4.7M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$199,167|—|$199,167|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$60,000|—|$60,000|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$32,907|—|$32,907|

| ROBERTSON & ROBERTSON PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ROBERTSON & ROBERTSON PLLC](https://planprovider.pro/provider/robertson-and-robertson-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $292,074

- **Estimated Expense Ratio:** 0.337% 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|

| 2024|$292,074|$32,907|—|—|—|

| 2023|$232,661|$25,692|—|—|—|

| 2022|$209,310|$17,779|$191,531|—|—|

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