Plan Ledger DOL Form 5500 · updated monthly

USA Brands, LLC401(k)

USA BRANDS, LLC 401(K) PLAN · SHELBURNE, VT · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

USA Brands, LLC reported $5,850 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $266 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Vermont (174th of 230), and 10,528th of 13,661 in manufacturing. In 2024, employees put in $5.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,284,241
Participants with balances183
Active participants135
Employer contributions$35,976
Employee contributions$193,553
Employer contribution per active participant$266
Average account balance$34,340
Benefits paid to participants$2,679,340
Plan auditUnmodified (clean) audit opinion
AuditorDONOVAN, CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,850
Total administrative$5,850
The USA Brands, LLC 401(k) match · 2024
Employer contribution per active participant$266
Median for plans this size$1,313

USA Brands, LLC's 2024 employer contribution ran below the $1,313 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
FUTURE PLANNING ASSOCIATES, INC. · Recordkeeping$5,550

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

Administrative cost history1
2024$5,850 · 0.08%
Similar plansManufacturing · Vermont
Revision Military LTD VT$5.0M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873698990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.