2023 Form 5500 filing — Vantiva 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 20241015133700NAL0016505827001) for Vantiva 401(K) Plan, reported by Vantiva Usa Shared Services Inc. under EIN 35-1724835 and plan number 001. It reports 4,404 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133700NAL0016505827001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Vantiva Usa Shared Services Inc.
- EIN
- 35-1724835
- Plan number
- 001
- Location
- Norcross, GA
- Participants
- 4,404
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $459,256,813
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $459,256,813
- Employer contributions
- $5,500,847
- Participant contributions
- $12,069,280
- Total income / additions
- $96,330,221
- Benefits paid
- $54,948,647
- Administrative expenses
- $545,243
- Total expenses
- $55,534,262
- Net increase / (decrease)
- $40,795,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $143,963 | not reported in the loaded dataset |
| Fidelity Investments Instit Ops Co | NONE | $100,851 | $0 |
| Morgan Stanley | NONE | $85,000 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $21,210 | not reported in the loaded dataset |