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Original filing (PDF)20250930123530NAL0012249521001
VIVA 5, LLC DBA GROWVE
Form 5500
FILING_RECEIVED
GROWVE 401(K) PLAN
401(k) retirement plan
Active participants
322
Accounts w/ balance
159
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIVA 5, LLC DBA GROWVE.
Plan sponsor
Name
VIVA 5, LLC DBA GROWVE
EIN
20-4540780
Address
239 SECOND AVENUE SOUTH, SUITE 200 · ST. PETERSBERG, FL · 33701
Phone
(801) 448-3539
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $17K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES, LLC | — | KANSAS CITY, MO | CONTRACT ADMIN | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $6K | — |
Investments
32 direct securities· $6.4M(97% of reported assets)
Uncategorized
$5.5M
31 holdings
Mutual Funds
$835K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s, at fair value BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2055 K | Mutual Funds | — | — | $835K | 12.7% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2040 K | — | — | — | $649K | 9.9% | |
| BlackRock Fund Advisors ISHARES S&P 500 INDEX K | — | — | — | $581K | 8.8% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2045 K | — | — | — | $504K | 7.7% | |
| TIAA TIAA-CREF LARGE-CAP GR IDX INSTL | — | — | — | $468K | 7.1% | |
| BlackRock Fund Advisors ISHARES U.S. AGGREGATE BOND INDEX K | — | — | — | $408K | 6.2% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2060 K | — | — | — | $361K | 5.5% | |
| BlackRock Fund Advisors ISHARES MSCI EAFE INTERNATIONAL INDEX K | — | — | — | $291K | 4.4% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2050 K | — | — | — | $248K | 3.8% | |
| American Funds AMERICAN FUNDS NEW WORLD R6 | — | — | — | $230K | 3.5% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2035 K | — | — | — | $197K | 3.0% | |
| TIAA TIAA-CREF LARGE-CAP VALUE IDX INST | — | — | — | $174K | 2.7% | |
| Invesco Advisors, Inc. INVESCO SMALL CAP VALUE R6 | — | — | — | $169K | 2.6% | |
| BlackRock Fund Advisors ISHARES RUSSELL MID-CAP INDEX K | — | — | — | $150K | 2.3% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX RETIREMENT K | — | — | — | $119K | 1.8% | |
| VanEck CM COMMODITY INDEX I | — | — | — | $103K | 1.6% | |
| BlackRock Fund Advisors BLACKROCK MID-CAP VALUE INSTITUTIONAL | — | — | — | $98K | 1.5% | |
| Notes receivable from participants Participant loans, maturing through June 2053 at interest rates of 4.25% - 9.50% -0- | — | — | — | $95K | 1.4% | |
| BlackRock Fund Advisors ISHARES RUSSELL 2000 SMALL-CAP INDEX K | — | — | — | $92K | 1.4% | |
| American Century Investment Management Inc. AMERICAN CENTURY SHDUR INFL PROT BD R6 | — | — | — | $91K | 1.4% | |
| Empower Investments EI FIXED ACCOUNT - SERIES CLASS I | — | — | — | $88K | 1.3% | |
| Fidelity Management & Research Company FIDELITY EXTENDED MARKET INDEX | — | — | — | $74K | 1.1% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2065 K | — | — | — | $74K | 1.1% | |
| Janus International Holding, LLC JANUS HENDERSON GLOBAL EQUITY INCOME N | — | — | — | $64K | 1.0% | |
| MFS Investment Management MFS INTERNATIONAL GROWTH R6 | — | — | — | $45K | 0.7% | |
| BlackRock Fund Advisors BLACKROCK HIGH YIELD BOND PORTFOLIO K | — | — | — | $34K | 0.5% | |
| BlackRock Fund Advisors BLACKROCK LIFEPATH INDEX 2030 K | — | — | — | $31K | 0.5% | |
| Principal Funds, Inc. PRINCIPAL REAL ESTATE SECURITIES FD R-6 | — | — | — | $29K | 0.4% | |
| Hartford Mutual Funds HARTFORD WORLD BOND R6 | — | — | — | $25K | 0.4% | |
| Cohen & Steers COHEN & STEERS GLOBAL REALTY Z | — | — | — | $19K | 0.3% | |
| PGIM Investments LLC PGIM JENNISON SMALL COMPANY R6 | — | — | — | $6K | <0.1% | |
| BlackRock Fund Advisors BLACKROCK LIQUIDITY T FUND PRM | — | — | — | $2K | <0.1% |
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