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 2022

Reported admin expense ratio · 2022
0.22%

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

V3 Companies, LTD. reported $132,204 in plan administrative expenses for 2022: 0.22% of average plan assets, above the peer median. Employer contributions averaged $4,521 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 835th-largest of 3,702 plans among Illinois employers on file, and the 2,500th of 11,654 in professional & technical services. In 2022, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,402,469
Participants with balances401
Active participants315
Employer contributions$1,424,240
Employee contributions$2,775,093
Employer contribution per active participant$4,521
Average account balance$140,655
Benefits paid to participants$1,804,933
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$99,960
Investment management$32,244
Total administrative$132,204
The V3 Companies, LTD. 401(k) match · 2022
Employer contribution per active participant$4,521
Median for plans this size$3,449

V3 Companies, LTD.'s 2022 employer contribution ran above the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$132,204 · 0.22%
Similar plansProfessional & Technical Services · Illinois
Impact Advisors, LLC IL$58.4M · 0.44%
Greeley and Hansen LLC IL$58.3M · 0.12%
3CLOUD LLC IL$57.4M · 0.11%
Cassiday Schade LLP IL$55.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364152528 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.