Plan Ledger DOL Form 5500 · updated monthly

Vse LLC401(k)

TRI-PHASE, INC. 401(K) PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Vse LLC reported $28,087 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,333 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 0.00% to 0.16%. 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 the 2,618th-largest of 9,483 plans among California employers on file, and the 4,387th of 13,661 in manufacturing. In 2023, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 181 to 230 since 2022.

Plan summary
Net assets, end of year$30,919,895
Participants with balances206
Active participants230
Employer contributions$1,226,545
Employee contributions$1,150,911
Employer contribution per active participant$5,333
Average account balance$150,097
Benefits paid to participants$1,993,345
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$30.3M · 277 accts · $1.0M emplr
2023$30.9M · 206 accts · $1.2M emplr
2022$25.7M · 202 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,087
Total administrative$28,087
The Vse LLC 401(k) match · 2023
Employer contribution per active participant$5,333
Median for plans this size$2,440
2024$5,137 per active participant
2023$5,333 per active participant
2022$6,724 per active participant

Vse 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 · 20235
HICKS PENSION SERVICES · Contract administrator$7,805
EMPOWER ADVISORY GROUP LLC · Investment management$2,105
MORGAN STANLEY SMITH BARNEY LLCindirect comp
MORGAN STANLEY SMITH BARNEY LLCindirect comp

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$48,564 · 0.16%
2023$28,087 · 0.10%
2022$700 · 0.00%
Same employer
Similar plansManufacturing · California
Reflexion Medical CA$30.9M · 0.01%
Sierra Circuits, Inc. CA$30.9M · 0.28%
Janus Et Cie CA$30.3M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942508138 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.