Plan Ledger DOL Form 5500 · updated monthly

Value Added Distributors LLC401(k)

VALUE ADDED DISTRIBUTORS, LLC 401(K) PROFIT SHARING PLAN · GREEN LAKE, WI · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Value Added Distributors LLC reported $34,005 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $935 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 3 years on file its reported administrative ratio has held roughly steady near 0.54%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,482nd of 1,936), and 3,378th of 4,246 in wholesale trade. In 2024, employees put in $2.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,942,349
Participants with balances114
Active participants208
Employer contributions$194,475
Employee contributions$443,329
Employer contribution per active participant$935
Average account balance$60,898
Benefits paid to participants$164,145
Plan auditUnmodified (clean) audit opinion
AuditorRPB CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 114 accts · $194K emplr
2023$5.7M · 117 accts · $199K emplr
2022$5.3M · 122 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,005
Total administrative$34,005
The Value Added Distributors LLC 401(k) match · 2024
Employer contribution per active participant$935
Median for plans this size$1,313
2024$935 per active participant
2023$963 per active participant
2022$956 per active participant

Value Added Distributors LLC's 2024 employer contribution ran below 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 · 20241
JOHNSON BANK · Recordkeeping · Trustee$34,005

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

Recordkeeper by year2
2024JOHNSON BANK
2023JOHNSON BANK

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Administrative cost history3
2024$34,005 · 0.54%
2023$31,850 · 0.58%
2022$30,853 · 0.55%
Same employer
Similar plansWholesale Trade · Wisconsin
A.L. Schutzman Company WI$8.2M · 0.93%
Eutectic Corporation WI$7.9M · 0.67%
Speedy Metals, LLC WI$6.6M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391814479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.