Plan Snapshot
- Plan Sponsor: Vuori, INC.
- Sponsor EIN: 463958662
- Sponsor Address: 5600 AVENIDA ENCINAS, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 1,764
- Total Assets: $10.8M
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 | 1,764 | $10.8M | $859,650 | $3.0M |
| 2023 | 1,033 | $5.5M | $469,183 | $1.7M |
| 2022 | 496 | $2.2M | $269,727 | $903,301 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | ADVISORY/ CONSULTING FEE | $28,718 | — | $28,718 |
| PREMIER PLAN CONSULTANTS | THIRD PARTY ADMIN | $8,322 | — | $8,322 |
| PENSION ASSURANCE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS — ADVISORY/ CONSULTING FEE
- PENSION ASSURANCE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,040
- Estimated Expense Ratio: 0.342% 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 | $40,240 | — | — | — | — |
| 2023 | $23,067 | — | — | — | — |
| 2022 | $10,632 | — | — | — | — |