Van Boerum & Frank Associates, Inc.ESOP
VAN BOERUM & FRANK ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · MURRAY, UT · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Van Boerum & Frank Associates, Inc. reported $50 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,017 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 0.001% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 395th-largest of 848 plans among Utah employers on file, and 7,030th of 11,654 in professional & technical services. active participation has grown from 106 to 117 since 2022.
Van Boerum & Frank Associates, Inc.'s 2024 employer contribution ran above the $2,416 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 870292348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.