Plan Ledger DOL Form 5500 · updated monthly

The Vita Coco Company, Inc.401(k)

THE VITA COCO COMPANY, INC. 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

The Vita Coco Company, Inc. reported $39,996 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $2,720 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 0.230%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,555th-largest of 5,648 plans among New York employers on file, and the 1,913th of 4,246 in wholesale trade. In 2024, employees put in $2.96 for every $1.00 the employer contributed; active participation has grown from 204 to 244 since 2022.

Plan summary
Net assets, end of year$19,682,074
Participants with balances284
Active participants244
Employer contributions$663,795
Employee contributions$1,962,870
Employer contribution per active participant$2,720
Average account balance$69,303
Benefits paid to participants$646,510
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.7M · 284 accts · $664K emplr
2023$15.1M · 286 accts · $618K emplr
2022$11.3M · 266 accts · $584K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,996
Total administrative$39,996
The The Vita Coco Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,720
Median for plans this size$2,416
2024$2,720 per active participant
2023$2,929 per active participant
2022$2,865 per active participant

The Vita Coco Company, Inc.'s 2024 employer contribution ran above the $2,416 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 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$39,996

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$39,996 · 0.23%
2023$28,942 · 0.22%
2022$28,530 · 0.23%
Same employer
Similar plansWholesale Trade · New York
Nasco Healthcare, Inc. NY$20.5M · 0.32%
Big Geyser Inc. NY$20.4M · 0.60%
Silhouette Optical LTD. NY$20.0M · 0.28%
Autarkic Holdings, Inc. NY$19.7M · 0.01%
In Mocean Group, LLC NY$19.1M · 0.03%
Supplyhouse LLC NY$19.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113713156 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.