# Vizance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vizance-inc-401k-plan

> Vizance, INC.'s 401(k) plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vizance, INC.

- **Sponsor EIN:** 391309381

- **Sponsor Address:** 1320 WALNUT RIDGE DRIVE, SUITE 200, HARTLAND, WI, 53029

- **Plan Type:** 401(k)

- **Total Participants:** 277

- **Total Assets:** $20.6M

## 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.|

| 2024|277|$20.6M|$657,937|$1.4M|

| 2023|178|$15.3M|$573,721|$1.3M|

| 2022|180|$12.1M|$521,334|$1.1M|

## 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 O|RECORDKEEPER|$72,196|—|$72,196|

| OSAIC WEALTH|BROKER/ADVISE R|—|$36,388|$36,388|

| BLUE CHIP RETIREMENT PLANS INC.|CONTRACT ADMIN|$2,100|$10,000|$12,100|

| WORLD INVESTMENT ADVISORS, LLC|INVESTMENT ADVISOR|$9,936|—|$9,936|

| COTA STREET INVESTMENT MANAGEMENT|INVESTMENT MGMT|$8,911|—|$8,911|

| QBCO ASSURANCE, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $139,531

- **Estimated Expense Ratio:** 0.678% 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|$89,706|—|$89,706|—|—|

| 2023|$79,450|—|$79,450|—|—|

| 2022|$74,241|—|$74,241|—|—|

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