Plan Ledger DOL Form 5500 · updated monthly

Vance Brothers, Inc.401(k)

VANCE BROTHERS, INC. RETIREMENT PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Vance Brothers, Inc. reported $84,411 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $2,885 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 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 581st-largest of 1,393 plans among Missouri employers on file, and the 5,737th of 13,661 in manufacturing. In 2024, employees put in $1.74 for every $1.00 the employer contributed; active participation has shrunk from 313 to 248 since 2022.

Plan summary
Net assets, end of year$21,080,850
Participants with balances552
Active participants248
Employer contributions$715,431
Employee contributions$1,246,292
Employer contribution per active participant$2,885
Average account balance$38,190
Benefits paid to participants$1,516,504
Plan auditUnmodified (clean) audit opinion
AuditorDICKEY & HUMBARD, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$21.1M · 552 accts · $715K emplr
2023$18.3M · 541 accts · $673K emplr
2022$15.7M · 457 accts · $575K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,051
Investment management$24,360
Total administrative$84,411
The Vance Brothers, Inc. 401(k) match · 2024
Employer contribution per active participant$2,885
Median for plans this size$2,416
2024$2,885 per active participant
2023$2,735 per active participant
2022$1,837 per active participant

Vance Brothers, 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.

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$60,051
TWO WEST CAPITAL ADVISORS LLC · Investment advisory (plan)$24,361

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

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$84,411 · 0.43%
2023$70,736 · 0.42%
2022$69,659 · 0.41%
Same employer
Similar plansManufacturing · Missouri
Ridewell Corporation MO$21.6M · 0.24%
Aspeq Heating Group LLC MO$21.4M · 0.50%
Aspen Products, Inc. MO$21.4M · 0.87%
Moly-Cop USA LLC MO$21.1M · 0.36%
Foam Supplies, Inc. MO$20.8M · 0.39%
Zoltek Corporation MO$20.7M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 440577983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.