Plan Ledger DOL Form 5500 · updated monthly

Vannguard Utility Partners, Inc.401(k)

VANNGUARD UTILITY PARTNERS, INC. 401(K) PLAN · DE FOREST, WI · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Vannguard Utility Partners, Inc. reported $30,929 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $428 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 0.72% to 0.97%. 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 Wisconsin (1,730th of 1,936), and 1,647th of 2,534 in administrative & support services. In 2024, employees put in $4.96 for every $1.00 the employer contributed; active participation has grown from 274 to 325 since 2022.

Plan summary
Net assets, end of year$3,593,445
Participants with balances200
Active participants325
Employer contributions$139,075
Employee contributions$690,024
Employer contribution per active participant$428
Average account balance$17,967
Benefits paid to participants$489,112
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPAS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 200 accts · $139K emplr
2023$2.8M · 194 accts · $106K emplr
2022$2.4M · 177 accts · $88K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,729
Audit (IQPA)$11,200
Total administrative$30,929
The Vannguard Utility Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$428
Median for plans this size$1,313
2024$428 per active participant
2023$337 per active participant
2022$320 per active participant

Vannguard Utility Partners, 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 · 20244
ADP, INC. · Recordkeeping$19,729
WEGNER CPAS LLP · Recordkeeping · Pension consulting$11,200
ADP BROKER-DEALER · Other servicesindirect comp
FSC SECURITIES CORP · Other servicesindirect 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
2024ADP, WEGNER CPAS LLP
2023ADP, WEGNER CPAS LLP

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

Administrative cost history3
2024$30,929 · 0.97%
2023$27,157 · 1.05%
2022$17,649 · 0.72%
Same employer
Similar plansAdministrative & Support Services · Wisconsin
Out Source Inc. WI$5.2M · 0.77%
Jonco Industries, Inc. WI$2.6M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421502105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.