How big is VIVE Funds' plan?

VIVE Funds' plan reported $17K in assets and 4 participants for 2024.

Original filing (PDF)20250718155544NAL0001064675001

VIVE Funds

Name: VIVE Funds — VIVE Funds 401(k) Plan, Form 5500 (2024)
Creator: VIVE Funds
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VIVE Funds 401(k) Plan

401(k) retirement plan · VIVE Funds' VIVE Funds 401(k) Plan held $17K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Marcus Bowie signed VIVE Funds' 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

VIVE Funds' EIN is 85-2923182.

EIN 85-2923182

Plan number 001

Plan year 2024

ACK ID 20250718155544NAL0001064675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VIVE Funds from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VIVE Funds' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VIVE FUNDS.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VIVE FUNDS

EIN

all filings

Address

30 NORTH GOULD STREET, STE R · SHERATON, WY · 82801

Phone

(469) 325-3506

Industry

Real Estate

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

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

Studio Friedman LLC

Studio Friedman LLC 401(k)

$17K · 4 participants

Plan 3 LLC

Plan 3 LLC MCF Benefit Plan

$17K · 4 participants

Child Foundation

$17K · 9 participants

Kozco LLC

Kozco LLC 401(k) Profit Sharing Plan & Trust

$17K · 2 participants

SLIK Finish Resurfacing Corp.

SLIK Finish Resurfacing 401(k) Plan

$17K · 13 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.