Plan Ledger DOL Form 5500 · updated monthly

Vermeer Mountain West Inc401(k)

VERMEER MOUNTAIN WEST INC 401(K) PROFIT SHARING PLAN & TRUST · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Vermeer Mountain West Inc reported $67,187 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $3,210 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 569th-largest of 1,285 plans among Arizona employers on file, and 7,804th of 11,654 in professional & technical services. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,632,245
Participants with balances160
Active participants185
Employer contributions$593,937
Employee contributions$1,135,316
Employer contribution per active participant$3,210
Average account balance$66,452
Benefits paid to participants$367,415
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,943
Investment management$32,244
Total administrative$67,187
The Vermeer Mountain West Inc 401(k) match · 2024
Employer contribution per active participant$3,210
Median for plans this size$1,313

Vermeer Mountain West Inc's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20244
PAYCHEX, INC. · Recordkeeping$24,610
OSAIC WEALTH, INC. · Investment advisory (participants)$25,513
WOODBURY FINANCIAL SERVICES INC · Investment advisory (participants)$6,731
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$5,415

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$67,187 · 0.72%
Same employer
Similar plansProfessional & Technical Services · Arizona
Act LLC AZ$11.0M · 0.66%
Integratecom Inc AZ$10.8M · 0.27%
Sion Power Corporation AZ$10.8M · 0.16%
Geddes and Company AZ$10.7M · 0.11%
Apriva, LLC AZ$10.4M · 0.03%
Davis Miles, PLLC AZ$10.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860647166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.