Retirement plan

VIANT TECHNOLOGY LLC 401K PLAN

Name: VIANT TECHNOLOGY LLC - VIANT TECHNOLOGY LLC 401K PLAN (2024) Form 5500
Creator: VIANT TECHNOLOGY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIANT TECHNOLOGY LLC 401K PLAN, VIANT TECHNOLOGY LLC

VIANT TECHNOLOGY LLCEIN 81-1358701Plan #001PY 2024

2722 MICHELSON DRIVE, SUITE 100 - IRVINE, CA 92612949-861-8888viantinc.comLinkedIn201-500 employeesmarketing and advertising

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$42.2M

+18.2% from 2023

Total participants

560

+1.4% from 2023

Average account balance

$89,341

+14.7% from 2023

Annual return

18.10%

-4.03 pp from 2023

Benchmarks

See 3,296 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,296 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$42.17M

Not enough data

1 years with asset history on file

Average account balance

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

$89K

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.

472

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.

75.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.10M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$144

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 10 of 14 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$59,356
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$8,803
AMERICAN CENTURY4 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 60	Sub-TA Fees	$0
AMERICAN FUNDS4 years Service code 60	Sub-TA Fees	$0
BLACKROCK4 years Service code 60	Sub-TA Fees	$0
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 60	Sub-TA Fees	$0
GOLDMAN SACHS4 years Service code 60	Sub-TA Fees	$0
GREAT GRAY TRUST COMPANY, LLC2 years Service code 60	Sub-TA Fees	$0
MORGAN STANLEY SMITH BARNEY1 year Filed as: JP MORGAN Service code 60	Sub-TA Fees	$0
PRINCIPAL LIFE INSURANCE COMPANY1 year Filed as: PRINCIPAL GLOBAL INVESTORS TRUST CO Service code 60	Sub-TA Fees	$0

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$68K

$193 / participant

Contract admin$68K100.0%

% of EOY assets

0.162%

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: WRIGHT FORD YOUNG & CO.
Auditor EIN: 953288054
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$89,341

$106,264-15.9%

$147,117-39.3%

$77,762+14.9%

Participation rate

75.1%

78.4%-3.3pp

82.2%-7.1pp

70.6%+4.5pp

Annual return

18.10%

56.94%-38.8pp

420.54%-402.4pp

31.27%-13.2pp

Employer contribution / active EE

$4,074-100.0%

$4,932-100.0%

$2,728-100.0%

Participant deferral / active EE

$11,623

$8,003+45.2%

$8,065+44.1%

$4,651+149.9%

Admin fee / account holder

$144

$334-56.8%

$12,993-98.9%

$433-66.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$59,356

STRATEGIC ADVISORS, INC.6+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$8,803

AMERICAN CENTURY4 years

Filed as: AMERICAN CENTURY INVESTMENTS

Service code 60

Sub-TA Fees

AMERICAN FUNDS4 years

Service code 60

Sub-TA Fees

BLACKROCK4 years

Service code 60

Sub-TA Fees

FRANKLIN TEMPLETON1 year

Filed as: FRANKLIN TEMPLETON INVESTMENTS

Service code 60

Sub-TA Fees

GOLDMAN SACHS4 years

Service code 60

Sub-TA Fees

GREAT GRAY TRUST COMPANY, LLC2 years

Service code 60

Sub-TA Fees

MORGAN STANLEY SMITH BARNEY1 year

Filed as: JP MORGAN

Service code 60

Sub-TA Fees

PRINCIPAL LIFE INSURANCE COMPANY1 year

Filed as: PRINCIPAL GLOBAL INVESTORS TRUST CO

Service code 60

Sub-TA Fees

VIANT TECHNOLOGY LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIANT TECHNOLOGY LLC 401K 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