Plan Ledger DOL Form 5500 · updated monthly

Vantage Mobility International, LLC401(k)

VANTAGE MOBILITY INTERNATIONAL, L. L. C. 401(K) AND PROFIT SHARING · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
0.81%

Vantage Mobility International, LLC reported $48,126 in plan administrative expenses for 2023: 0.81% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.73% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (762nd of 1,285), and 10,600th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$6,167,545
Participants with balances155
Active participants496
Employer contributions—
Employee contributions$383,963
Employer contribution per active participant—
Average account balance$39,791
Benefits paid to participants$813,055
Plan auditUnmodified (clean) audit opinion
AuditorJDS PROFESSIONAL GROUP
Plan history2
Yearassets · accounts · employer contribution
2023$6.2M · 155 accts
2022$5.7M · 174 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,182
Investment management$12,272
Total administrative$48,126
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 · 20234
NFP RETIREMENT INC$12,272
JDS PROFESSIONAL GROUP$8,614
FIDUCIARY BENEFITS GROUP, INC.$7,309

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

Administrative cost history2
2023$48,126 · 0.81%
2022$45,576 · 0.73%
Similar plansManufacturing · Arizona
Innovative Health, LLC AZ$6.4M · 0.30%
Rauch North America, Inc. AZ$6.4M · 1.49%
Vantage Mobility, LLC AZ$5.9M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860937797 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.