# Volusion, LLC 401(k) Plan
Source: https://planprovider.pro/companies/volusion-llc-401k-plan

> Volusion, LLC's 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|

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