Plan Ledger DOL Form 5500 · updated monthly

Vbm Acquisition, LLC401(k)

VBM ACQUISITION 401(K) PLAN · BOERNE, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Vbm Acquisition, LLC reported $7,241 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $80 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 fell from 0.17% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,983rd of 5,688), and 3,693rd of 5,215 in retail trade. In 2024, employees put in $47.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,239,852
Participants with balances204
Active participants188
Employer contributions$15,068
Employee contributions$710,008
Employer contribution per active participant$80
Average account balance$25,686
Benefits paid to participants$484,438
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 204 accts · $15K emplr
2023$4.4M · 185 accts
2022$3.5M · 184 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,473
Investment management$768
Total administrative$7,241
The Vbm Acquisition, LLC 401(k) match · 2024
Employer contribution per active participant$80
Median for plans this size$1,313

Vbm Acquisition, 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 · 20241
SENTRY LIFE INSURANCE COMPANY$6,473

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

Administrative cost history3
2024$7,241 · 0.15%
2023$7,583 · 0.19%
2022$6,089 · 0.17%
Similar plansRetail Trade · Texas
Staccato 2011, LLC TX$5.4M · 0.75%
Ultara Holdings, Inc. TX$5.2M · 0.47%
Grunt Style, LLC TX$5.2M · 1.21%
Huckberry, Inc. TX$5.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261466826 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.