Plan Ledger DOL Form 5500 · updated monthly

Vasa Fitness LLC401(k)

VASA FITNESS LLC RETIREMENT SAVINGS PLAN · OREM, UT · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Vasa Fitness LLC reported $31,813 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $128 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 rose from 0.70% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Utah (616th of 848), and 949th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.76 for every $1.00 the employer contributed; active participation has grown from 100 to 981 since 2021.

Plan summary
Net assets, end of year$4,733,466
Participants with balances175
Active participants981
Employer contributions$125,859
Employee contributions$599,257
Employer contribution per active participant$128
Average account balance$27,048
Benefits paid to participants$460,255
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$4.7M · 175 accts · $126K emplr
2023$3.8M · 164 accts · $108K emplr
2022$3.0M · 151 accts · $82K emplr
2021$3.0M · 149 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,865
Investment management$347
Total administrative$31,813
The Vasa Fitness LLC 401(k) match · 2024
Employer contribution per active participant$128
Median for plans this size$1,313
2024$128 per active participant
2023$149 per active participant
2022$88 per active participant
2021$558 per active participant

Vasa Fitness LLC'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
ALLIANT INSURANCE SERVICES, INC.indirect comp

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

Administrative cost history4
2024$31,813 · 0.74%
2023$24,456 · 0.71%
2022$21,429 · 0.71%
2021$20,336 · 0.70%
Same employer
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Backstage Library Works UT$7.7M · 0.65%
The Living Planet Inc. UT$3.8M · 0.02%
Storied Management, LLC UT$2.9M · 0.56%
Ballet West UT$2.6M · 0.73%
Get Air Trampoline Parks UT$1.0M · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753139409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.