Retirement plan

VIANT TECHNOLOGY LLC 401K PLAN

Name: VIANT TECHNOLOGY LLC - VIANT TECHNOLOGY LLC 401K PLAN (2023) 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 2023

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)

$35.7M

+26.6% from 2022

Total participants

552

+3.8% from 2022

Average account balance

$77,899

+24.1% from 2022

Annual return

22.13%

+38.20 pp from 2022

Benchmarks

See 3,232 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,232 peers

Snapshot2023

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 INSTITUTIONAL5+ years Service code 37 · EIN 04-2647786	Loan Processing	$58,180
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$5,637
AMERICAN CENTURY3 years Filed as: AMERICAN CENTURY INVESTMENTS Service code 60	Sub-TA Fees	$0
AMERICAN FUNDS3 years Service code 60	Sub-TA Fees	$0
BLACKROCK3 years Service code 60	Sub-TA Fees	$0
GOLDMAN SACHS3 years Service code 60	Sub-TA Fees	$0
GREAT GRAY TRUST COMPANY, LLC1 year Service code 60	Sub-TA Fees	$0
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN Service code 60	Sub-TA Fees	$0
METLIFE LIFE INSURANCE COMPANY3 years Filed as: METROPOLITAN WESTFUNDS Service code 60	Sub-TA Fees	$0
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS 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

$64K

$190 / participant

Contract admin$64K100.0%

% of EOY assets

0.179%

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

$77,899

$95,417-18.4%

$135,974-42.7%

$74,460+4.6%

Participation rate

71.9%

78.2%-6.3pp

81.9%-10.0pp

70.7%+1.2pp

Annual return

22.13%

32.76%-10.6pp

68.30%-46.2pp

34.38%-12.2pp

Employer contribution / active EE

$3,878-100.0%

$4,859-100.0%

$2,638-100.0%

Participant deferral / active EE

$11,079

$7,789+42.2%

$7,760+42.8%

$4,530+144.6%

Admin fee / account holder

$139

$266-47.6%

$10,767-98.7%

$348-59.9%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL5+ years

Service code 37 · EIN 04-2647786

Loan Processing

$58,180

STRATEGIC ADVISORS, INC.5+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$5,637

AMERICAN CENTURY3 years

Filed as: AMERICAN CENTURY INVESTMENTS

Service code 60

Sub-TA Fees

AMERICAN FUNDS3 years

Service code 60

Sub-TA Fees

BLACKROCK3 years

Service code 60

Sub-TA Fees

GOLDMAN SACHS3 years

Service code 60

Sub-TA Fees

GREAT GRAY TRUST COMPANY, LLC1 year

Service code 60

Sub-TA Fees

JPMORGAN INVEST HOLDINGS LLC3 years

Filed as: JPMORGAN

Service code 60

Sub-TA Fees

METLIFE LIFE INSURANCE COMPANY3 years

Filed as: METROPOLITAN WESTFUNDS

Service code 60

Sub-TA Fees

MFS INVESTMENT MANAGEMENT3 years

Filed as: MFS

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