2023 Form 5500 filing — Viant Medical, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240606171617NAL0039586208001) for Viant Medical, LLC 401(K) Plan, reported by Viant Medical, LLC under EIN 26-1468849 and plan number 001. It reports 4,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240606171617NAL0039586208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viant Medical, LLC
- EIN
- 26-1468849
- Plan number
- 001
- Location
- Foxborough, MA
- Participants
- 4,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,736,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,736,746
- Employer contributions
- $5,216,329
- Participant contributions
- $15,083,817
- Total income / additions
- $40,324,975
- Benefits paid
- $12,594,656
- Administrative expenses
- $105,906
- Total expenses
- $12,725,271
- Net increase / (decrease)
- $27,599,704
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oakwood Capital Securities, Inc | BROKER/ADVISOR | $0 | $75,652 |
| Empower Annuity Insurance Co | RECORDKEEPER | $43,924 | $0 |
| Empower Advisory Froup, LLC | INVESTMENT MGMT | $42,357 | not reported in the loaded dataset |
| Kestra Investment Services, LLC | BROKER/ADVISER | $0 | $22,085 |
| Truog-Ryding Company, Inc | CONTRACT ADMINISTRATOR | $9,075 | $10,000 |
| Kimberlin Company Pllc | AUDITOR | $11,000 | not reported in the loaded dataset |