Vivalon 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Vivalon
  • Sponsor EIN: 941422463
  • Sponsor Address: 930 TAMALPAIS AVENUE, SAN RAFAEL, CA, 94901
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 197
  • Total Assets: $2.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024197$2.3M$72,162$333,767
2023180$1.9M$57,159$334,493
2022167$1.4M$56,360$247,289
2021175$1.1M$45,021$216,202

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