Retirement plan

VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN

Name: VIVEX BIOLOGICS, INC. - VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: VIVEX BIOLOGICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN, VIVEX BIOLOGICS, INC.

VIVEX BIOLOGICS, INC.EIN 46-1175674Plan #001PY 2025

3200 WINDY HILL ROAD SE, SUITE 1650-WEST TOWER - ATLANTA, GA 30339786-605-1746vivex.comLinkedIn201-500 employeesbiotechnology

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$17.9M

+28.0% from 2024

Total participants

472

-9.6% from 2024

Average account balance

$39,465

+40.2% from 2024

Annual return

21.40%

-5.42 pp from 2024

Benchmarks

See 420 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort420 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$17.88M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

453

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.75M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.40%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$160

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 64 · EIN 23-1945930	Recordkeeping Fees	$46,797
LPL FINANCIAL10+ years Service code 27 75 STATE STREET · BOSTON, MA 02109	Advisory (Plan)	$32,577
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MN 56401	Recordkeeping	$21,875
ASCENSUS LLC6 years Service code 64 · EIN 11-3665754	Recordkeeping Fees	$0

Plan features & details

Pension benefit codes2E2J2K2F2G2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$72K

$194 / participant

Contract admin$72K100.0%

% of EOY assets

0.404%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARR, RIGGS & INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,465

$103,024-61.7%

$112,040-64.8%

$79,634-50.4%

Participation rate

94.9%

80.6%+14.4pp

76.5%+18.4pp

62.5%+32.4pp

Annual return

21.40%

17.60%+3.8pp

24.52%-3.1pp

36.46%-15.1pp

Employer contribution / active EE

$2,758

$3,015-8.5%

$2,954-6.6%

$2,529+9.0%

Participant deferral / active EE

$4,613

$5,233-11.8%

$5,098-9.5%

$3,835+20.3%

Admin fee / account holder

$160

$465-65.7%

$12,098-98.7%

$1,002-84.1%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.10+ years

Filed as: THE VANGUARD GROUP

Service code 64 · EIN 23-1945930

Recordkeeping Fees

$46,797

LPL FINANCIAL10+ years

Service code 27

75 STATE STREET · BOSTON, MA 02109

Advisory (Plan)

$32,577

ASCENSUS LLC2 years

Filed as: FUTURE PLAN BY ASCENSUS

Service code 15

415 8TH AVE NE · BRAINERD, MN 56401

Recordkeeping

$21,875

ASCENSUS LLC6 years

Service code 64 · EIN 11-3665754

Recordkeeping Fees

VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIVEX BIOLOGICS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion