Plan Ledger DOL Form 5500 · updated monthly

V3 Companies, LTD.401(k) + ESOP (KSOP)

V3 COMPANIES LTD. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN · WOODRIDGE, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

V3 Companies, LTD. reported $108,304 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,312 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 fell from 0.22% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 681st-largest of 3,702 plans among Illinois employers on file, and the 1,908th of 11,654 in professional & technical services. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 315 to 351 since 2022.

Plan summary
Net assets, end of year$76,316,662
Participants with balances414
Active participants351
Employer contributions$1,864,370
Employee contributions$3,527,469
Employer contribution per active participant$5,312
Average account balance$184,340
Benefits paid to participants$3,544,701
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.3M · 414 accts · $1.9M emplr
2023$64.6M · 438 accts · $1.9M emplr
2022$56.4M · 401 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,204
Investment management$58,100
Total administrative$108,304
The V3 Companies, LTD. 401(k) match · 2024
Employer contribution per active participant$5,312
Median for plans this size$3,635
2024$5,312 per active participant
2023$5,540 per active participant
2022$4,521 per active participant

V3 Companies, LTD.'s 2024 employer contribution ran above the $3,635 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 · 20242
MIDWEST CAPITAL ADVISORS LLC · Investment advisory (plan)$58,100

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$108,304 · 0.15%
2023$122,851 · 0.20%
2022$132,204 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Illinois
Clausen Miller, P.C. IL$78.4M · 0.02%
Fgmk, LLC IL$75.6M · 0.00%
Follett Software, LLC IL$75.5M · 0.05%
Avma Life Trust, LLC IL$74.7M · 0.96%
Kerber, Eck & Braeckel LLP IL$74.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363252440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.