Retirement plan

VIEWSONIC CORPORATION 401(K) PLAN AND TRUST

Name: VIEWSONIC CORPORATION - VIEWSONIC CORPORATION 401(K) PLAN AND TRUST (2025) Form 5500
Creator: VIEWSONIC CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIEWSONIC CORPORATION 401(K) PLAN AND TRUST, VIEWSONIC CORPORATION

VIEWSONIC CORPORATIONEIN 95-4120606Plan #001PY 2025

10 POINTE DRIVE - BREA, CA 92821909-444-8935viewsonic.comLinkedIn1001-5000 employeesinformation technology and services

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed January 1, 2012

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$54.3M

+16.0% from 2024

Total participants

344

+2.4% from 2024

Average account balance

$162,483

+15.3% from 2024

Annual return

16.45%

+1.60 pp from 2024

Benchmarks

See 206 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort206 peers

Snapshot2025

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Analytics

Total assets (EOY)

Plan-year ending balance

$54.27M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

334

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.

96.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.16M

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

+16.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$398

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

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290	Contract Administrator	$127,766
ACTUARIAL BENEFITS CORP11+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428	Other Services	$20,965
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 16	Consulting	$20,965
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092	Accounting	$13,000
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN STANLEY GLOBAL BANKING OPRA Service code 16 · EIN 26-4310632	Consulting	$0
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381	Advisory (Participants)	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$133K

$497 / participant

Contract admin$130K98.0%
Other / not subdivided$3K2.0%

% of EOY assets

0.245%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WITHUMSMITH+BROWN, PC
Auditor EIN: 222027092
Audit fees: $2,600
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$162,483

$108,719+49.5%

$101,326+60.4%

$85,563+89.9%

Participation rate

96.3%

80.9%+15.4pp

81.5%+14.8pp

66.0%+30.3pp

Annual return

16.45%

20.95%-4.5pp

36.82%-20.4pp

31.51%-15.1pp

Employer contribution / active EE

$2,468

$3,114-20.7%

$3,665-32.7%

$2,654-7.0%

Participant deferral / active EE

$9,323

$8,545+9.1%

$7,994+16.6%

$4,375+113.1%

Admin fee / account holder

$398

$685-41.8%

$11,185-96.4%

$834-52.2%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY11+ years

Service code 13 · EIN 42-0127290

Contract Administrator

$127,766

ACTUARIAL BENEFITS CORP11+ years

Filed as: ACTUARIAL BENEFITS CORPORATION

Service code 49 · EIN 20-1054428

Other Services

$20,965

MORGAN STANLEY SMITH BARNEY8 years

Filed as: MORGAN STANLEY GLOBAL BANKING OPERA

Service code 16

Consulting

$20,965

WITHUMSMITH+BROWN, PC1 year

Service code 10 · EIN 22-2027092

Accounting

$13,000

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN STANLEY GLOBAL BANKING OPRA

Service code 16 · EIN 26-4310632

Consulting

MORNINGSTAR3 years

Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L

Service code 26 · EIN 36-4317381

Advisory (Participants)

VIEWSONIC CORPORATION 401(K) PLAN AND TRUST

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIEWSONIC CORPORATION 401(K) PLAN AND TRUST

Top hat statement on fileNQDC

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