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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,404H, C20241015133700NAL0016505827001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.NONE$143,963not reported in the loaded dataset2023
Fidelity Investments Instit Ops CoNONE$100,851$02023
Morgan StanleyNONE$85,000not reported in the loaded dataset2023
CliftonlarsonallenNONE$21,210not reported in the loaded dataset2023

Related Form 5500 pages