Plan Ledger DOL Form 5500 · updated monthly

Amg Vanadium LLC401(k)

AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN · WAYNE, PA · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Amg Vanadium LLC reported $16,988 in plan administrative expenses for 2023: 0.14% of average plan assets, below the peer median. Employer contributions averaged $5,219 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 0.14% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (1,978th of 3,651), and 7,567th of 13,661 in manufacturing. In 2023, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 115 to 139 since 2022.

Plan summary
Net assets, end of year$13,459,328
Participants with balances160
Active participants139
Employer contributions$725,478
Employee contributions$801,111
Employer contribution per active participant$5,219
Average account balance$84,121
Benefits paid to participants$1,587,704
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 182 accts · $798K emplr
2023$13.5M · 160 accts · $725K emplr
2022$11.2M · 118 accts · $424K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,606
Investment management$14,382
Total administrative$16,988
The Amg Vanadium LLC 401(k) match · 2023
Employer contribution per active participant$5,219
Median for plans this size$2,440
2024$5,393 per active participant
2023$5,219 per active participant
2022$3,684 per active participant

Amg Vanadium LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$14,382
ADP, INC. · Loan processing · Recordkeeping$2,606
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS
2023ADP, GLOBAL RETIREMENT PARTNERS

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Administrative cost history3
2024$22,101 · 0.17%
2023$16,988 · 0.14%
2022$18,112 · 0.14%
Same employer
Similar plansManufacturing · Pennsylvania
Vista Metals, Inc. PA$13.8M · 0.20%
Rosenberger USA Corp PA$13.7M · 0.58%
Therm-Omega-Tech, Inc. PA$13.7M · 0.03%
Hall Industries, Inc. PA$13.6M · 0.59%
Flexible Circuits, Inc. PA$13.4M · 0.02%
Tpc US Parent, LLC PA$13.4M · 0.06%
Baw Plastics Inc PA$13.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202931565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.