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: 41
- Total Assets: $3.0M
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 | 41 | $3.0M | $107,128 | $136,247 |
| 2023 | 43 | $2.7M | $85,643 | $128,311 |
| 2022 | 111 | $3.1M | $1.1M | $593,671 |
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 | — | — | $0 |
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: $0
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 | $316,916 | — | $4,534 | — | — |
| 2023 | $268,595 | — | $1,840 | — | — |
| 2022 | $25,392 | $6,565 | — | — | — |