Plan Ledger DOL Form 5500 · updated monthly

Best Vinyl Fence & Deck, LLC401(k)

BEST VINYL 401(K) RETIREMENT PLAN · SPRINGVILLE, UT · plan year 2023

Reported admin expense ratio · 2023
0.61%

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

Best Vinyl Fence & Deck, LLC reported $27,616 in plan administrative expenses for 2023: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,113 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 fell from 0.81% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Utah (610th of 848), and 4,007th of 5,337 in construction. In 2023, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,919,382
Participants with balances136
Active participants87
Employer contributions$183,827
Employee contributions$384,147
Employer contribution per active participant$2,113
Average account balance$36,172
Benefits paid to participants$544,957
Plan auditUnmodified (clean) audit opinion
AuditorJONES SIMKINS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 153 accts · $161K emplr
2023$4.9M · 136 accts · $184K emplr
2022$4.2M · 135 accts · $199K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$27,616
Total administrative$27,616
The Best Vinyl Fence & Deck, LLC 401(k) match · 2023
Employer contribution per active participant$2,113
Median for plans this size$1,308
2024$2,063 per active participant
2023$2,113 per active participant
2022$2,215 per active participant

Best Vinyl Fence & Deck, LLC's 2023 employer contribution ran above the $1,308 median for plans its size. 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 · 20232
PCS RETIREMENT · Contract administrator · Recordkeeping$13,829
SOLTIS INVESTMENT ADVISORS · Investment advisory (participants) · Investment advisory (plan)$15,680

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$26,793 · 0.55%
2023$27,616 · 0.61%
2022$35,624 · 0.81%
Similar plansConstruction · Utah
A & I Floor Covering Inc UT$5.8M · 0.03%
Morgan Asphalt, Inc. UT$5.1M · 0.55%
Jwright Companies, Inc. UT$2.4M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273836861 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.