Plan Ledger DOL Form 5500 · updated monthly

The Orvis Company, Inc.401(k)

THE ORVIS COMPANY 401(K) PLAN · SUNDERLAND, VT · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Orvis Company, Inc. reported $152,672 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,313 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 3 years on file its reported administrative ratio has held roughly steady near 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 16th-largest of 230 plans among Vermont employers on file, and the 365th of 5,215 in retail trade. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$104,681,846
Participants with balances2,006
Active participants1,728
Employer contributions$2,269,423
Employee contributions$4,866,752
Employer contribution per active participant$1,313
Average account balance$52,184
Benefits paid to participants$10,583,460
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$104.7M · 2,006 accts · $2.3M emplr
2023$94.4M · 1,968 accts · $1.3M emplr
2022$81.4M · 2,064 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$152,672
Total administrative$152,672
The The Orvis Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,313
Median for plans this size$3,635
2024$1,313 per active participant
2023$839 per active participant
2022$1,392 per active participant

The Orvis Company, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$152,672

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$152,672 · 0.15%
2023$172,542 · 0.20%
2022$143,933 · 0.16%
Same employer
Similar plansRetail Trade · Vermont
Sweetwater Sound, LLC IN$105.8M · 0.31%
Otc Brands, Inc. NE$105.4M · 0.05%
Crocs, Inc. CO$105.3M · 0.17%
Campagna-Turano Bakery, Inc. IL$103.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030215459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.