Vivacity Tech PBC 401(k) match, vesting and fees
What Vivacity Tech PBC's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Betterment for Business, LLC | Schedule C ↗ |
| Independent auditor | Redpath and Company, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Plan history
Plan assets went from $385K at the end of plan year 2022 to $3.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 298 | $3.9M | $635K | $2,183 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 162 | $1.7M | $416K | $2,719 | 0.30% | Not published | 5500-SF ↗ |
| 2022 | 105 | $385K | $124K | $1,277 | 0.12% | Not published | 5500-SF ↗ |
Common questions
Does Vivacity Tech PBC match 401(k) contributions?
The match terms for the Vivacity Tech Pbc 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $635K in employer contributions, about $2,183 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vivacity Tech PBC 401(k) match vested?
The vesting schedule for the Vivacity Tech Pbc 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vivacity Tech PBC 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Betterment for Business, LLC. The plan administrator is Vivacity Tech Pbc.
I left Vivacity Tech PBC. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vivacity Tech Pbc, (877) 731-2069) or the recordkeeper, Betterment for Business, LLC. The Vivacity Tech PBC old 401(k) page lists the contacts from every plan filing. Find an old Vivacity Tech PBC 401(k)
Data from the public Form 5500 annual reports Vivacity Tech PBC filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Vivacity Tech PBC. Not financial advice. Report a correction · Methodology