Plan Snapshot
- Plan Sponsor: Vsm Management, LLC
- Sponsor EIN: 371667496
- Sponsor Address: 225 TOWNPARK DRIVE, KENNESAW, GA, 301445886
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 820 | $5.2M | $0 | $808,800 |
| 2023 | 545 | $4.5M | $0 | $682,545 |
| 2022 | 592 | $3.5M | $0 | $620,951 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $25,873 | — | $25,873 |
| NEWPORT GROUP INC | Recordkeeper | $24,298 | — | $24,298 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,171
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 | $903,002 | — | $13,112 | — | — |
| 2024 | $50,171 | — | $50,171 | — | — |
| 2023 | $8,650 | $3,750 | $4,900 | — | — |
| 2022 | $21,515 | $2,500 | $19,015 | — | — |