Plan Snapshot
- Plan Sponsor: Viva Usa INC.
- Sponsor EIN: 364077368
- Sponsor Address: 3601 ALGONQUIN ROAD, ROLLING MEADOWS, IL, 60008
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 291
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 291 | $6.5M | $0 | $0 |
| 2024 | 236 | $5.5M | $97,655 | $1.0M |
| 2023 | 256 | $4.7M | $90,486 | $869,192 |
| 2022 | 256 | $3.7M | $74,536 | $738,919 |
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 |
|---|---|---|---|---|
| PORTE BROWN LLC CPA | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $863,491 | — | — | — | — |
| 2024 | $2,999 | — | — | — | — |
| 2023 | $2,055 | — | — | — | — |
| 2022 | $1,940 | — | — | — | — |