Original filing (PDF)20251014152526NAL0006572194001

THE VIA GROUP LLC

Name: THE VIA GROUP LLC — VIA EMPLOYEE STOCK OWNERSHIP 401(K) PLAN, Form 5500 (2024)
Creator: THE VIA GROUP LLC

Form 5500

FILING_RECEIVED

VIA EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE VIA GROUP LLC.

Plan sponsor

Name

THE VIA GROUP LLC

EIN

01-0544473all filings

Address

619 CONGRESS ST · PORTLAND, ME · 041013301

Phone

(207) 221-3000

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2P · Leveraged ESOP

2Q · S-corporation ESOP

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

10 pooled funds· $6.1M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PRINCIPAL LIFETIME HYBRID 2035 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 006	Common Collective Trust	$1.9M	31.2%
PRINCIPAL LIFETIME HYBRID 2025 CITZ PPRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 004	Common Collective Trust	$1.1M	17.5%
PRINCIPAL LIFETIME HYBRID 2040 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 007	Common Collective Trust	$950K	15.6%
PRINCIPAL LIFETIME HYBRID 2050 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 009	Common Collective Trust	$896K	14.7%
PRINCIPAL LIFETIME HYBRID 2055 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 010	Common Collective Trust	$742K	12.1%
PRINCIPAL LIFETIME HYBRID 2045 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 008	Common Collective Trust	$279K	4.6%
PRINCIPAL LIFETIME HYBRID 2060 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 012	Common Collective Trust	$194K	3.2%
PRINCIPAL LIFETIME HYBRID 2030 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 005	Common Collective Trust	$33K	0.5%
PRINCIPAL LIFETIME HYBRID 2020 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 003	Common Collective Trust	$24K	0.4%
PRINCIPAL LIFETIME HYBRID 2065 CITZ PRINCIPAL COLLECTIVE TRUST FUNDS · EIN 26-6447574 / PN 013	Common Collective Trust	$16K	0.3%

1–10 of 10

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