Plan Snapshot
- Plan Sponsor: Vta, LLC
- Sponsor EIN: 541082209
- Sponsor Address: 8200 GREENSBORO DRIVE, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $9.1M
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 | 237 | $9.1M | $0 | $719,141 |
| 2023 | 244 | $8.4M | $0 | $725,872 |
| 2022 | 255 | $6.9M | $0 | $694,921 |
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 |
|---|---|---|---|---|
| MATTHEWS CARTER AND BOYCE P.C. | 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 | $40,721 | $17,158 | — | — | — |
| 2023 | $35,961 | $15,081 | $300 | — | — |
| 2022 | $41,370 | — | — | — | — |