Vantiva 401(K) Plan — Form 5500 plan (Vantiva Usa Shared Services Inc.)
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, Vantiva 401(K) Plan is a benefit plan reported by Vantiva Usa Shared Services Inc. under EIN 35-1724835 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,404 participants and $459,256,813 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vantiva Usa Shared Services Inc.
- EIN
- 35-1724835
- Plan number
- 001
- Plan type
- 3
- Location
- Norcross, GA
- Latest filing year
- 2023
- Participants
- 4,404
- End-of-year plan assets
- $459,256,813
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,404 | H, C | 20241015133700NAL0016505827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $459,256,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $459,256,813
- Net assets (BOY)
- $418,460,854
Income & contributions
- Employer contributions
- $5,500,847
- Participant contributions
- $12,069,280
- Total contributions
- $18,238,116
- Total income / additions
- $96,330,221
Expenses & distributions
- Benefits paid
- $54,948,647
- Administrative expenses
- $545,243
- Total expenses
- $55,534,262
- Net increase / (decrease)
- $40,795,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $143,963 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Instit Ops Co | NONE | $100,851 | $0 | 2023 |
| Morgan Stanley | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen | NONE | $21,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vantiva Usa Shared Services Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Norcross, GA
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Instit Ops Co — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation