Plan Ledger DOL Form 5500 · updated monthly

Vaughan & Bushnell Manufacturing Company401(k)

VAUGHAN & BUSHNELL EMPLOYEES' PROFIT SHARING PLAN · WOODSTOCK, IL · plan year 2023

Reported admin expense ratio · 2023
0.52%

Vaughan & Bushnell Manufacturing Company reported $47,197 in plan administrative expenses for 2023: 0.52% of average plan assets, above 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.

Across the 1 year on file its reported administrative ratio fell from 0.62% to 0.52%. 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 Illinois (2,400th of 3,702), and 8,879th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$9,804,196
Participants with balances201
Active participants201
Employer contributions—
Employee contributions$512,462
Employer contribution per active participant—
Average account balance$48,777
Benefits paid to participants$476,838
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$9.8M · 201 accts
2022$8.4M · 232 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,023
Investment management$17,174
Total administrative$47,197
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 · 20233
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$30,023
FIDUCIENT ADVISORS LLC · Pension consulting · Investment advisory (plan)$17,174
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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$47,197 · 0.52%
2022$58,740 · 0.62%
Same employer
Similar plansManufacturing · Illinois
Norix Group, Inc. IL$10.0M · 0.49%
Qcc, LLC IL$10.0M · 0.37%
Ace Metal Crafts Co. IL$9.8M · 0.26%
Custom Plastics, Inc. IL$9.8M · 0.50%
Gallagher Corporation IL$9.8M · 0.11%
Medical Murray, Inc. IL$9.8M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 361908970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.