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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | Investment Advisor | $67,925 | — | $67,925 |
| SEYFARTH SHAW | ERISA Attorney | $33,096 | — | $33,096 |
| LUTZ | Auditor | $22,000 | — | $22,000 |
| SAGEVIEW | Investment Advisor | $12,500 | — | $12,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $10,823 | — | $10,823 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- SEYFARTH SHAW — ERISA Attorney
- LUTZ — Auditor
- SAGEVIEW — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,344
- Estimated Expense Ratio: 0.078% 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 | — | — | — |