Plan Ledger DOL Form 5500 · updated monthly

US Vanadium, LLC401(k)

US VANADIUM SAVINGS AND INVESTMENT PLAN · HOT SPRINGS, AR · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

US Vanadium, LLC reported $3,069 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,593 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 0.026% to 0.030%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 215th-largest of 456 plans among Arkansas employers on file, and 8,340th of 13,661 in manufacturing. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves; active participation has grown from 97 to 109 since 2022.

Plan summary
Net assets, end of year$11,057,038
Participants with balances146
Active participants109
Employer contributions$1,045,611
Employee contributions$713,259
Employer contribution per active participant$9,593
Average account balance$75,733
Benefits paid to participants$1,029,759
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPAS & ADVISORS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 146 accts · $1.0M emplr
2023$9.2M · 127 accts · $407K emplr
2022$7.9M · 113 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,069
Total administrative$3,069
The US Vanadium, LLC 401(k) match · 2024
Employer contribution per active participant$9,593
Median for plans this size$2,416
2024$9,593 per active participant
2023$3,699 per active participant

US Vanadium, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,069
MORGAN STANLEY SMITH BARNEYindirect 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$3,069 · 0.03%
2023$2,869 · 0.03%
2022$2,244 · 0.03%
Same employer
Similar plansManufacturing · Arkansas
Roach Manufacturing Corp. AR$13.4M · 0.01%
Alliance Rubber Company AR$12.3M · 0.52%
Qp Holdings, LLC AR$11.7M · 0.69%
Essick Air Products, Inc. AR$9.8M · 0.74%
Pipelife Jet Stream, Inc. AR$9.5M · 0.13%
Bad Boy Mowers AR$7.9M · 2.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061165871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.