Vontier Retirement Savings Plan — Form 5500 plan (Vontier Business Services LLC)

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, Vontier Retirement Savings Plan is a benefit plan reported by Vontier Business Services LLC under EIN 85-2604205 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,010 participants and $397,738,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vontier Business Services LLC
EIN
85-2604205
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
Participants
3,010
End-of-year plan assets
$397,738,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,010H, C20240924135211NAL0007484307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$397,738,987
Total liabilities (EOY)
$0
Net assets (EOY)
$397,738,987
Net assets (BOY)
$325,526,059

Income & contributions

Employer contributions
$16,931,385
Participant contributions
$25,238,813
Total contributions
$46,886,876
Total income / additions
$109,036,900

Expenses & distributions

Benefits paid
$36,682,864
Administrative expenses
$251,815
Total expenses
$36,934,679
Net increase / (decrease)
$72,102,221

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$128,400not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$127,734not reported in the loaded dataset2023

Related Form 5500 pages