Plan Ledger DOL Form 5500 · updated monthly

Vanguard Resources401(k)

COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN · SPRING BRANCH, TX · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Vanguard Resources reported $34,791 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,606 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 rose from 0.78% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (4,343rd of 5,688), and 1,603rd of 2,534 in administrative & support services. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has shrunk from 159 to 115 since 2022.

Plan summary
Net assets, end of year$3,847,716
Participants with balances153
Active participants115
Employer contributions$184,682
Employee contributions$278,676
Employer contribution per active participant$1,606
Average account balance$25,148
Benefits paid to participants$196,441
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 153 accts · $185K emplr
2023$3.2M · 159 accts · $195K emplr
2022$2.3M · 172 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,791
Total administrative$34,791
The Vanguard Resources 401(k) match · 2024
Employer contribution per active participant$1,606
Median for plans this size$1,313
2024$1,606 per active participant
2023$1,599 per active participant
2022$1,322 per active participant

Vanguard Resources's 2024 employer contribution ran above 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 · 20244
AMERITAS · Recordkeepingindirect comp
ECONOMIC GROUP PENSION SERVICE · Other servicesindirect comp
STADION · Investment advisory (participants)indirect comp
MESIROW · Investment advisory (participants)indirect 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
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$34,791 · 0.99%
2023$19,336 · 0.70%
2022$18,152 · 0.78%
All plans at this employer2
VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN401(k)
COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN401(k)
Same employer
Similar plansAdministrative & Support Services · Texas
The Arbor Experts, LLC TX$4.0M · 1.56%
Fusion Solutions LLC TX$3.8M · 0.58%
Moss Landscaping, Inc. TX$3.6M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752643330 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.