# Vontier Business Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/vontier-business-services-llc-401k-plan-002

> Vontier Business Services LLC's 401(k) plan: 789 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vontier Business Services LLC

- **Sponsor EIN:** 852604205

- **Sponsor Address:** 5438 WADE PARK BVLD, RALEIGH, NC, 27607

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

- **Total Participants:** 789

- **Total Assets:** $56.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|789|$56.0M|$2.2M|$2.3M|

| 2023|819|$60.9M|$2.3M|$2.3M|

| 2022|951|$57.7M|$2.4M|$2.4M|

## 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|$43,083|—|$43,083|

| STRATEGIC ADVISORS, INC.|ADVISOR|$28,025|—|$28,025|

| ERNST AND YOUNG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [ERNST AND YOUNG](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,108

- **Estimated Expense Ratio:** 0.127% 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|$71,110|$28,025|$300|—|—|

| 2023|$76,649|$25,046|—|—|—|

| 2022|$110,597|$27,063|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vontier-business-services-llc-401k-plan-002)

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