Plan Ledger DOL Form 5500 · updated monthly

Vertical Fitness Group, LLC401(k)

XPERIENCE FITNESS 401(K) PLAN · APPLETON, WI · plan year 2022

Reported admin expense ratio · 2022
1.19%

Vertical Fitness Group, LLC reported $8,357 in plan administrative expenses for 2022: 1.19% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Wisconsin (1,917th of 1,936), and 1,261st of 1,311 in arts, entertainment & recreation.

Plan summary
Net assets, end of year$584,737
Participants with balances49
Active participants105
Employer contributions—
Employee contributions$39,355
Employer contribution per active participant—
Average account balance$11,933
Benefits paid to participants$140,215
Administrative expenses, itemized · 2022
Investment management$3,516
Total administrative$8,357
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$8,357 · 1.19%
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Source: U.S. Department of Labor, Form 5500 series, EIN 451265377 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.