Plan Ledger DOL Form 5500 · updated monthly

Vanguard Ems, Inc.401(k)

VANGUARD EMS RETIREMENT SAVINGS PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Vanguard Ems, Inc. reported $64,451 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $509 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 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (549th of 1,021), and 8,656th of 13,661 in manufacturing. In 2024, employees put in $5.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,289,955
Participants with balances189
Active participants199
Employer contributions$101,309
Employee contributions$556,418
Employer contribution per active participant$509
Average account balance$54,444
Benefits paid to participants$650,159
Plan auditUnmodified (clean) audit opinion
AuditorVAN BEEK & CO, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 189 accts · $101K emplr
2023$9.0M · 185 accts · $107K emplr
2022$8.0M · 192 accts · $52K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,451
Total administrative$64,451
The Vanguard Ems, Inc. 401(k) match · 2024
Employer contribution per active participant$509
Median for plans this size$1,313
2024$509 per active participant
2023$479 per active participant
2022$251 per active participant

Vanguard Ems, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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$64,451
ROBERT W. BAIRD & CO., INC. · Consulting · Insurance brokerindirect comp

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 history3
2024$64,451 · 0.67%
2023$59,771 · 0.71%
2022$61,567 · 0.70%
Same employer
Similar plansManufacturing · Oregon
Lanz Cabinet Shop, Inc. OR$10.6M · 0.84%
Routeware, Inc. OR$10.6M · 0.12%
Blazer Industries, Inc. OR$10.5M · 0.67%
Toyo Tanso USA, Inc. OR$10.2M · 0.68%
Met One Instruments, Inc. OR$9.7M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721546821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.