Plan Ledger DOL Form 5500 · updated monthly

International Vitamin Corporation401(k)

IVC 401(K) PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

International Vitamin Corporation reported $292,321 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,775 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 0.30% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,128th-largest of 9,483 plans among California employers on file, and the 2,101st of 13,661 in manufacturing. In 2024, employees put in $3.29 for every $1.00 the employer contributed; active participation has shrunk from 1,903 to 1,048 since 2022.

Plan summary
Net assets, end of year$87,364,998
Participants with balances1,618
Active participants1,048
Employer contributions$1,860,561
Employee contributions$6,114,686
Employer contribution per active participant$1,775
Average account balance$53,996
Benefits paid to participants$14,836,505
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.4M · 1,618 accts · $1.9M emplr
2023$83.8M · 1,614 accts · $2.1M emplr
2022$82.3M · 2,198 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$192,741
Investment management$76,580
Total administrative$292,321
The International Vitamin Corporation 401(k) match · 2024
Employer contribution per active participant$1,775
Median for plans this size$3,635
2024$1,775 per active participant
2023$1,671 per active participant
2022$989 per active participant

International Vitamin Corporation's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$56,441
WINDES INC$23,000
SAGEVIEW ADVISORY GROUP, LLC · Investment management$20,139

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

Administrative cost history3
2024$292,321 · 0.34%
2023$272,988 · 0.33%
2022$211,134 · 0.30%
All plans at this employer2
IVC 401(K) PLAN401(k)
IVC, INC. UNION 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · California
Ossur Americas, Inc. CA$88.5M · 0.16%
Mga Entertainment CA$87.6M · 0.22%
Advantech Corporation CA$86.5M · 0.05%
See's Candies, Inc. CA$86.0M · 0.24%
Pmc Global, Inc. CA$85.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271354354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.