Plan Ledger DOL Form 5500 · updated monthly

Vaden Holding, Inc.401(k)

VADEN HOLDING, INC. 401(K) PROFIT SHARING PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Vaden Holding, Inc. reported $107,550 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $532 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 0.81% to 0.66%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 934th-largest of 2,160 plans among Georgia employers on file, and the 1,648th of 5,215 in retail trade. In 2024, employees put in $5.94 for every $1.00 the employer contributed; active participation has grown from 492 to 595 since 2022.

Plan summary
Net assets, end of year$17,729,858
Participants with balances603
Active participants595
Employer contributions$316,695
Employee contributions$1,880,089
Employer contribution per active participant$532
Average account balance$29,403
Benefits paid to participants$1,547,946
Plan auditUnmodified (clean) audit opinion
AuditorHENDERSON HUCHERSON AND MCCULLOUGH
Plan history3
Yearassets · accounts · employer contribution
2024$17.7M · 603 accts · $317K emplr
2023$14.9M · 605 accts · $325K emplr
2022$11.6M · 524 accts · $302K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,934
Investment management$39,616
Total administrative$107,550
The Vaden Holding, Inc. 401(k) match · 2024
Employer contribution per active participant$532
Median for plans this size$2,416
2024$532 per active participant
2023$625 per active participant
2022$613 per active participant

Vaden Holding, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$67,934
LPL FINANCIAL CORPORATION · Insurance services · Investment advisory (plan)$39,616

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$107,550 · 0.66%
2023$82,294 · 0.62%
2022$100,876 · 0.81%
Similar plansRetail Trade · Georgia
Citi Trends, Inc. GA$18.9M · 0.20%
Pull-A-Part LLC GA$18.3M · 0.05%
Wayfield Foods, Inc. GA$17.8M · 0.14%
Currey & Company, Inc. GA$16.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581032937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.