Plan Ledger DOL Form 5500 · updated monthly

Vertical Knowledge L.L.C.401(k)

VERTICAL KNOWLEDGE L.L.C. 401(K) PLAN · CHAGRIN FALLS, OH · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Vertical Knowledge L.L.C. reported $3,263 in plan administrative expenses for 2022: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (2,934th of 3,295), and 10,687th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,560,419
Participants with balances81
Active participants116
Employer contributions$0
Employee contributions$712,652
Employer contribution per active participant$0
Average account balance$31,610
Benefits paid to participants$510,933
Plan auditUnmodified (clean) audit opinion
AuditorCOHEN & COMPANY
Administrative expenses, itemized · 2022
Professional / advisory$3,263
Total administrative$3,263
The Vertical Knowledge L.L.C. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Vertical Knowledge L.L.C.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,263 · 0.12%
Same employer
Similar plansProfessional & Technical Services · Ohio
Foxx & Company OH$3.0M · 0.32%
The Lisinski Law Firm OH$2.7M · 0.58%
Strategic Systems Inc OH$2.7M · 0.03%
Horizon Management, Inc. OH$2.4M · 1.61%
Capabilities, LLC OH$2.3M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205738993 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.