Plan Ledger DOL Form 5500 · updated monthly

Vertech Industrial Systems LLC401(k)

VERTECH INDUSTRIAL SYSTEMS LLC 401K PROFIT · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Vertech Industrial Systems LLC reported $48,484 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $3,150 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 572nd-largest of 1,285 plans among Arizona employers on file, and 7,827th of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,561,573
Participants with balances159
Active participants155
Employer contributions$488,179
Employee contributions$1,074,229
Employer contribution per active participant$3,150
Average account balance$66,425
Benefits paid to participants$339,672
Plan auditUnmodified (clean) audit opinion
The Vertech Industrial Systems LLC 401(k) match · 2024
Employer contribution per active participant$3,150
Median for plans this size$1,313

Vertech Industrial Systems LLC'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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$6,135
MASSACHUSETTS MUTUAL LIFEINSURANCEindirect comp

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$48,484 · 0.54%
Same employer
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Integratecom Inc AZ$10.8M · 0.27%
Sion Power Corporation AZ$10.8M · 0.16%
Geddes and Company AZ$10.7M · 0.11%
Vermeer Mountain West Inc AZ$10.6M · 0.72%
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 201819693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.