Plan Snapshot
- Plan Sponsor: Vivie
- Sponsor EIN: 932544465
- Sponsor Address: 2209 JEFFERSON STREET, SUITE 201, ALEXANDRIA, MN, 56308
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 2,017
- Total Assets: $29.7M
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 | 2,017 | $29.7M | $0 | $0 |
| 2024 | 749 | $19.1M | $424,818 | $1.9M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $103,442 | — | $103,442 |
| DWC ERISA CONSULTANTS LLC | Other Service Provider | $41,369 | $5,365 | $46,734 |
| MMA SECURITIES LLC | Investment Advisor | $40,000 | — | $40,000 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,283 | — | $9,283 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $199,459
- Estimated Expense Ratio: 0.671% 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 |
|---|---|---|---|---|---|
| 2025 | $4,122,740 | $49,283 | $41,369 | — | — |
| 2024 | $141,861 | $25,139 | — | — | — |