Viant Puerto Rico Inc. Employees Retirement Plan — Form 5500 plan (Viant Puerto Rico 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, Viant Puerto Rico Inc. Employees Retirement Plan is a benefit plan reported by Viant Puerto Rico Inc. under EIN 66-0460821 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $3,117,440 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Viant Puerto Rico Inc.
- EIN
- 66-0460821
- Plan number
- 001
- Plan type
- 2
- Location
- Vega Baja, PR
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $3,117,440
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20250415102946NAL0001379363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,117,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,117,440
- Net assets (BOY)
- $2,638,488
Income & contributions
- Employer contributions
- $61,239
- Participant contributions
- $362,899
- Total contributions
- $424,138
- Total income / additions
- $797,045
Expenses & distributions
- Benefits paid
- $304,284
- Administrative expenses
- $13,809
- Total expenses
- $318,093
- Net increase / (decrease)
- $478,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,872 | $0 | 2023 |
| Oriental Pension Consultants | CONTRACT ADMIN | $6,592 | not reported in the loaded dataset | 2023 |
| Oakwood Capital Securities, Inc. | BROKER/ADVISER | $0 | $5,139 | 2023 |
| Oriental Bank & Trust | AUDITOR | $4,562 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $817 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Viant Puerto Rico Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PR
- 401(k) and benefit plan filings in Vega Baja, PR
- Empower Annuity Insurance Company — Schedule C compensation
- Oriental Pension Consultants — Schedule C compensation
- Oakwood Capital Securities, Inc. — Schedule C compensation
- Oriental Bank & Trust — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation