Plan Snapshot
- Plan Sponsor: Vixxo Corporation
- Sponsor EIN: 522287233
- Sponsor Address: 7000 E. SHEA BLVD,SUITE H1970, SCOTTSDALE, AZ, 85254
- Plan Type: 401(k)
- Total Participants: 729
- Total Assets: $33.8M
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 | 729 | $33.8M | $634,018 | $2.4M |
| 2023 | 515 | $25.7M | $762,196 | $2.4M |
| 2022 | 514 | $21.3M | $623,632 | $2.2M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $113,278 | $26 | $113,304 |
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $47,905 | $47,905 |
| ALERA INVESTMENT ADVISORS | SERVICE PROVIDER | — | $11,286 | $11,286 |
| EVERS ROBINSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- ALERA INVESTMENT ADVISORS — SERVICE PROVIDER
- EVERS ROBINSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,495
- Estimated Expense Ratio: 0.510% 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 | $113,278 | $1,305 | $109,673 | — | — |
| 2023 | $81,916 | $92 | — | — | — |
| 2022 | $81,241 | $39,596 | $36,921 | — | $4,724 |