Plan Ledger DOL Form 5500 · updated monthly

Viant Puerto Rico Inc.Profit-sharing plan

VIANT PUERTO RICO INC. EMPLOYEES RETIREMENT PLAN · VEGA BAJA, PR · plan year 2024

Reported admin expense ratio · 2024
0.84%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Viant Puerto Rico Inc. reported $28,139 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $346 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.50% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in PR (207th of 323), and 11,970th of 13,661 in manufacturing. In 2024, employees put in $5.58 for every $1.00 the employer contributed; active participation has shrunk from 202 to 168 since 2022.

Plan summary
Net assets, end of year$3,576,544
Participants with balances324
Active participants168
Employer contributions$58,066
Employee contributions$323,812
Employer contribution per active participant$346
Average account balance$11,039
Benefits paid to participants$330,084
Plan auditUnmodified (clean) audit opinion
AuditorDRIVEN PSC
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 324 accts · $58K emplr
2023$3.1M · 324 accts · $61K emplr
2022$2.6M · 357 accts · $62K emplr
Administrative expenses, itemized · 2024
Investment management$28,139
Total administrative$28,139
Employer contributions to the Viant Puerto Rico Inc. plan · 2024
Employer contribution per active participant$346
Median for plans this size$1,313
2024$346 per active participant
2023$376 per active participant
2022$305 per active participant

Viant Puerto Rico Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
DRIVEN PSC · Accounting / audit$10,374
ORIENTAL BANK · Trustee (directed)$6,546
EMPOWER ADVISORY GROUP, LLC · Investment management$1,117
OAKWOOD CAPITAL SECURITIES, INC.indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$28,139 · 0.84%
2023$13,809 · 0.48%
2022$13,282 · 0.50%
Same employer
Similar plansManufacturing · PR
To-Ricos LTD PR$4.7M · 0.07%
MC-21 LLC PR$4.5M · 0.47%
Canarico Quarries, Inc. PR$4.2M · 1.07%
Borinquen Container PR$2.2M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660460821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.