# Virgin Galactic, LLC 401(k) Plan
Source: https://planprovider.pro/companies/wendy-mulhall-401k-plan

> Virgin Galactic, LLC's 401(k) plan: 741 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Virgin Galactic, LLC

- **Sponsor EIN:** 842252157

- **Sponsor Address:** 1700 FLIGHT WAY, 3RD FLOOR, TUSTIN, CA, 92782

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

- **Total Participants:** 741

- **Total Assets:** $100.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|741|$100.6M|$6.0M|$10.0M|

| 2023|1,010|$88.7M|$7.6M|$11.7M|

| 2022|1,158|$63.6M|$5.8M|$8.1M|

## 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|$57,033|—|$57,033|

| RAYMOND JAMES & ASSOCIATES,INC|INVESTMENT ADVISOR|$50,000|—|$50,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$29,119|—|$29,119|

| BAKER TILLY US LLP|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

- [RAYMOND JAMES & ASSOCIATES,INC](https://planprovider.pro/provider/john-hancock) — INVESTMENT ADVISOR

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,152

- **Estimated Expense Ratio:** 0.135% 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|$136,152|$79,119|$2,700|—|—|

| 2023|$131,925|$54,316|—|$33,572|—|

| 2022|$106,145|$2,521|—|—|—|

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