Plan Snapshot
- Plan Sponsor: Volusion, LLC
- Sponsor EIN: 820570100
- Sponsor Address: 6504 BRIDGE POINT PARKWAY, AUSTIN, TX, 78730
- Plan Type: 401(k)
- Total Participants: 55
- Total Assets: $9.8M
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 | 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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $54,241 | $31,223 | — | — | — |
| 2023 | $57,187 | $30,173 | — | — | — |
| 2022 | $62,192 | $7,237 | — | — | — |