Viant Medical, LLC 401(K) Plan — Form 5500 plan (Viant Medical, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Viant Medical, LLC 401(K) Plan is a benefit plan reported by Viant Medical, LLC under EIN 26-1468849 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,021 participants and $123,736,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Viant Medical, LLC
- EIN
- 26-1468849
- Plan number
- 001
- Plan type
- 2
- Location
- Foxborough, MA
- Latest filing year
- 2023
- Participants
- 4,021
- End-of-year plan assets
- $123,736,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,021 | H, C | 20240606171617NAL0039586208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,736,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,736,746
- Net assets (BOY)
- $96,137,042
Income & contributions
- Employer contributions
- $5,216,329
- Participant contributions
- $15,083,817
- Total contributions
- $24,190,582
- Total income / additions
- $40,324,975
Expenses & distributions
- Benefits paid
- $12,594,656
- Administrative expenses
- $105,906
- Total expenses
- $12,725,271
- Net increase / (decrease)
- $27,599,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oakwood Capital Securities, Inc | BROKER/ADVISOR | $0 | $75,652 | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $43,924 | $0 | 2023 |
| Empower Advisory Froup, LLC | INVESTMENT MGMT | $42,357 | not reported in the loaded dataset | 2023 |
| Kestra Investment Services, LLC | BROKER/ADVISER | $0 | $22,085 | 2023 |
| Truog-Ryding Company, Inc | CONTRACT ADMINISTRATOR | $9,075 | $10,000 | 2023 |
| Kimberlin Company Pllc | AUDITOR | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Viant Medical, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Foxborough, MA
- Oakwood Capital Securities, Inc — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Empower Advisory Froup, LLC — Schedule C compensation
- Kestra Investment Services, LLC — Schedule C compensation
- Truog-Ryding Company, Inc — Schedule C compensation
- Kimberlin Company Pllc — Schedule C compensation