Plan Snapshot
- Plan Sponsor: Viterra Usa Holdings, LLC
- Sponsor EIN: 412274428
- Sponsor Address: 1331 CAPITOL AVE, OMAHA, NE, 68102
- Plan Type: 401(k)
- Total Participants: 1,134
- Total Assets: $188.4M
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 | 1,134 | $188.4M | $7.5M | $7.3M |
| 2023 | 1,111 | $171.8M | $7.2M | $6.9M |
| 2022 | 1,146 | $184.7M | $8.2M | $9.2M |
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 |
|---|---|---|---|---|
| LUTZ & COMPANY | Auditor | $22,000 | — | $22,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,000
- Estimated Expense Ratio: 0.012% 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 | $146,344 | $67,925 | $300 | $22,000 | — |
| 2023 | $194,928 | $58,716 | $300 | $7,000 | — |
| 2022 | $258,377 | $81,170 | — | — | — |