2023 Form 5500 filing — Viant Puerto Rico Inc. Employees Retirement 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 20250415102946NAL0001379363001) for Viant Puerto Rico Inc. Employees Retirement Plan, reported by Viant Puerto Rico Inc. under EIN 66-0460821 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415102946NAL0001379363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Viant Puerto Rico Inc.
- EIN
- 66-0460821
- Plan number
- 001
- Location
- Vega Baja, PR
- Participants
- 357
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,117,440
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,117,440
- Employer contributions
- $61,239
- Participant contributions
- $362,899
- Total income / additions
- $797,045
- Benefits paid
- $304,284
- Administrative expenses
- $13,809
- Total expenses
- $318,093
- Net increase / (decrease)
- $478,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $7,872 | $0 |
| Oriental Pension Consultants | CONTRACT ADMIN | $6,592 | not reported in the loaded dataset |
| Oakwood Capital Securities, Inc. | BROKER/ADVISER | $0 | $5,139 |
| Oriental Bank & Trust | AUDITOR | $4,562 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $817 | not reported in the loaded dataset |