Plan Ledger DOL Form 5500 · updated monthly

Vance Outdoors, Inc.401(k)

VANCE OUTDOORS, INC. 401(K) PLAN · OBETZ, OH · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Vance Outdoors, Inc. reported $16,758 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. Employer contributions averaged $667 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,726th of 3,295), and 4,120th of 5,215 in retail trade. In 2023, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,798,015
Participants with balances91
Active participants215
Employer contributions$143,345
Employee contributions$275,933
Employer contribution per active participant$667
Average account balance$41,736
Benefits paid to participants$150,312
Plan auditUnmodified (clean) audit opinion
AuditorWHALEN CPAS
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,839
Investment management$7,919
Total administrative$16,758
The Vance Outdoors, Inc. 401(k) match · 2023
Employer contribution per active participant$667
Median for plans this size$1,308

Vance Outdoors, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LPL FINANCIAL LLC · Investment advisory (plan)$7,919

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

Administrative cost history1
2023$16,758 · 0.44%
All plans at this employer3
VANCE OUTDOORS, INC. 401(K) PLAN401(k)
VANCE OUTDOORS EMPLOYEE STOCK OWNERSHIP PLANESOP
VANCE OUTDOORS, INC. 401(K) PLAN401(k)
Similar plansRetail Trade · Ohio
Gilligan Company OH$4.1M · 0.23%
Columbiana Foods, Inc. OH$4.1M · 0.72%
West Point Optical, LLC OH$3.7M · 1.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 542072038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.