Plan Ledger DOL Form 5500 · updated monthly

Vantage Mobility, LLC401(k)

VANTAGE MOBILITY, LLC 401(K) PROFIT SHARING PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.52%

Vantage Mobility, LLC reported $31,129 in plan administrative expenses for 2024: 0.52% of average plan assets, below the peer median. 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 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Arizona (776th of 1,285), and 10,757th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$5,867,821
Participants with balances148
Active participants513
Employer contributions—
Employee contributions$354,457
Employer contribution per active participant—
Average account balance$39,647
Benefits paid to participants$1,333,260
Plan auditUnmodified (clean) audit opinion
AuditorJDS PROFESSIONAL GROUP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,384
Investment management$13,645
Total administrative$31,129
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
FIDUCIARY BENEFITS GROUP, INC.$13,645

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

Administrative cost history1
2024$31,129 · 0.52%
Same employer
Similar plansManufacturing · Arizona
Innovative Health, LLC AZ$6.4M · 0.30%
Rauch North America, Inc. AZ$6.4M · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934197117 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.