Plan Ledger DOL Form 5500 · updated monthly

Valley Veterinary Clinic, LLC401(k)

VALLEY VET PROFIT SHARING PLAN AND TRUST · MARYSVILLE, KS · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Valley Veterinary Clinic, LLC reported $60,871 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $2,161 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 rose from 0.61% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Kansas (498th of 828), and 8,060th of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,784,462
Participants with balances137
Active participants117
Employer contributions$252,856
Employee contributions$520,339
Employer contribution per active participant$2,161
Average account balance$71,419
Benefits paid to participants$930,656
Plan auditUnmodified (clean) audit opinion
AuditorDANA F. COLE & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 137 accts · $253K emplr
2023$8.8M · 141 accts · $238K emplr
2022$7.2M · 130 accts · $239K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,657
Investment management$42,214
Total administrative$60,871
The Valley Veterinary Clinic, LLC 401(k) match · 2024
Employer contribution per active participant$2,161
Median for plans this size$1,313
2024$2,161 per active participant
2023$1,922 per active participant
2022$2,080 per active participant

Valley Veterinary Clinic, LLC's 2024 employer contribution ran above the $1,313 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
INVISOR FINANCIAL LLC · Recordkeeping$42,214
INVISOR SOLUTIONS LLC · Contract administrator · Recordkeeping$18,657

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

Recordkeeper by year2
2024INVISOR FINANCIAL LLC, INVISOR SOLUTIONS LLC
2023INVISOR FINANCIAL LLC, INVISOR SOLUTIONS LLC

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Administrative cost history3
2024$60,871 · 0.66%
2023$53,448 · 0.67%
2022$50,337 · 0.61%
Similar plansProfessional & Technical Services · Kansas
Global Connections, Inc. KS$10.9M · 0.06%
Rx Savings Solutions KS$10.9M · 0.24%
Slawson Companies, Inc. KS$10.1M · 0.21%
Kansas Legal Services Inc KS$10.1M · 0.04%
Retail Success LLC KS$8.3M · 0.80%
Rbc Medical Innovations KS$8.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480801565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.