Plan Snapshot
- Plan Sponsor: Voco America INC
- Sponsor EIN: 201770126
- Sponsor Address: 1285 ROSEMONT DR, INDIAN LAND, SC, 297077765
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $9.0M
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 | 97 | $9.0M | $211,554 | $674,640 |
| 2023 | 94 | $7.9M | $198,308 | $594,528 |
| 2022 | 86 | $6.3M | $188,160 | $575,842 |
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 |
|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT | ADVISOR | $21,171 | — | $21,171 |
| PAYCHEX, INC. | RECORDKEEPER | $19,362 | — | $19,362 |
| AC CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — RECORDKEEPER
- AC CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,533
- Estimated Expense Ratio: 0.452% 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 | $42,760 | $22,799 | $19,101 | — | — |
| 2023 | $35,166 | $17,309 | $16,997 | — | — |
| 2022 | $34,103 | $19,846 | $14,257 | — | — |