Plan Ledger DOL Form 5500 · updated monthly

Vaa, LLC401(k)

VAA, LLC PROFIT SHARING PLAN · PLYMOUTH, MN · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Vaa, LLC reported $73,047 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $13,091 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 0.17% to 0.13%. 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 417th-largest of 1,918 plans among Minnesota employers on file, and the 2,285th of 11,654 in professional & technical services. In 2024, the employer put in $1.92 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$62,211,755
Participants with balances288
Active participants249
Employer contributions$3,259,730
Employee contributions$1,700,399
Employer contribution per active participant$13,091
Average account balance$216,013
Benefits paid to participants$211,968
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$62.2M · 288 accts · $3.3M emplr
2023$50.1M · 275 accts · $3.2M emplr
2022$39.9M · 261 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,047
Total administrative$73,047
The Vaa, LLC 401(k) match · 2024
Employer contribution per active participant$13,091
Median for plans this size$3,635
2024$13,091 per active participant
2023$13,246 per active participant
2022$11,322 per active participant

Vaa, LLC's 2024 employer contribution ran above the $3,635 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 · 20245
USI ADVISORS INC · Investment advisory (plan)$34,708
EMPOWER ADVISORY GROUP, LLC · Investment management$29,166
WIPFLILLP · Accounting / audit$13,000
TAX SHELTERED COMPENSATION · Contract administrator$2,625

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$73,047 · 0.13%
2023$60,557 · 0.13%
2022$72,939 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Minnesota
Boulay Pllp MN$69.1M · 0.05%
Best & Flanagan LLP MN$68.7M · 0.17%
Lhb, Inc. MN$65.7M · 0.15%
Fiduciary Counselling, Inc. MN$63.1M · 0.00%
Wold Architects & Engineers MN$58.8M · 0.01%
Granicus, LLC MN$57.1M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205980566 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.