Plan Ledger DOL Form 5500 · updated monthly

Vermont Teddy Bear Company, Inc.401(k)

THE VERMONT TEDDY BEAR CO. 401(K) PLAN · SHELBURNE, VT · plan year 2023

Reported admin expense ratio · 2023
0.05%

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

Vermont Teddy Bear Company, Inc. reported $3,500 in plan administrative expenses for 2023: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $945 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 has held roughly steady near 0.049%. 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 Vermont (163rd of 230), and 9,747th of 13,661 in manufacturing. In 2023, employees put in $3.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,830,252
Participants with balances177
Active participants114
Employer contributions$107,747
Employee contributions$424,566
Employer contribution per active participant$945
Average account balance$44,239
Benefits paid to participants$429,812
Plan auditUnmodified (clean) audit opinion
AuditorGALLAGHER, FLYNN & CO
Plan history2
Yearassets · accounts · employer contribution
2023$7.8M · 177 accts · $108K emplr
2022$6.6M · 180 accts · $101K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,500
Total administrative$3,500
The Vermont Teddy Bear Company, Inc. 401(k) match · 2023
Employer contribution per active participant$945
Median for plans this size$1,308
2023$945 per active participant
2022$795 per active participant

Vermont Teddy Bear Company, Inc.'s 2023 employer contribution ran below the $1,308 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$3,500 · 0.05%
2022$3,550 · 0.05%
Similar plansManufacturing · Vermont
Nsa Industries, LLC VT$11.4M · 0.75%
Rhino Foods, Inc. VT$10.9M · 0.69%
Tivoly, Inc. VT$8.0M · 0.49%
USA Brands, LLC VT$6.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030291679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.