Plan Snapshot
- Plan Sponsor: Volusion, LLC
- Sponsor EIN: 820570100
- Sponsor Address: 2028 E BEN WHITE BLVD STE 240, AUSTIN, TX, 78741
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 121
- Total Assets: $10.2M
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 | 121 | $10.2M | $0 | $0 |
| 2024 | 55 | $9.8M | $74,586 | $300,329 |
| 2023 | 55 | $8.7M | $100,533 | $375,631 |
| 2022 | 101 | $8.6M | $110,303 | $512,492 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $24,739 | — | $24,739 |
| ALLIANT RETIREMENT SERVICES | Investment Advisor | $24,344 | — | $24,344 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,981 | — | $5,981 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,064
- Estimated Expense Ratio: 0.540% 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 | $1,637,122 | $30,325 | — | — | — |
| 2024 | $54,241 | $31,223 | — | — | — |
| 2023 | $57,187 | $30,173 | — | — | — |
| 2022 | $62,192 | $7,237 | — | — | — |