# Vita-Mix Holdings Company 401(k) Plan
Source: https://planprovider.pro/companies/vita-mix-holdings-company-401k-plan

> Vita-Mix Holdings Company's 401(k) plan: 561 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vita-Mix Holdings Company

- **Sponsor EIN:** 340084909

- **Sponsor Address:** 8615 USHER ROAD, CLEVELAND, OH, 44138

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

- **Total Participants:** 561

- **Total Assets:** $76.7M

## 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|561|$76.7M|$1.4M|$4.6M|

| 2023|695|$73.1M|$1.4M|$4.5M|

| 2022|747|$60.5M|$1.5M|$4.6M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$109,627|—|$109,627|

| BENEFITS CONSULTING GROUP LLC|NONE|$48,467|—|$48,467|

| MALONEY NOVOTNY LLC|NONE|$19,200|—|$19,200|

| GLOBAL RETIREMENT PARTNERS LLC|NONE|$16,927|—|$16,927|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MALONEY NOVOTNY LLC](https://planprovider.pro/provider/maloney-novotny-llc) — NONE

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $194,221

- **Estimated Expense Ratio:** 0.253% 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|$194,222|$71,055|—|$19,200|—|

| 2023|$163,358|$60,646|$9,000|—|—|

| 2022|$173,277|$58,884|—|—|$15,000|

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