Plan Ledger DOL Form 5500 · updated monthly

Vesta Property Services Inc401(k)

VESTA PROPERTY SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST · JACKSONVILLE, FL · plan year 2025

Reported admin expense ratio · 2025
0.29%

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

Vesta Property Services Inc reported $13,769 in plan administrative expenses for 2025: 0.29% of average plan assets, below the peer median. Employer contributions averaged $45 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 3 years on file its reported administrative ratio rose from 0.13% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Florida (2,483rd of 3,644), and 636th of 945 in agriculture, forestry & fishing. In 2025, employees put in $19.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,043,971
Participants with balances506
Active participants764
Employer contributions$34,425
Employee contributions$664,472
Employer contribution per active participant$45
Average account balance$9,968
Benefits paid to participants$754,426
Plan auditUnmodified (clean) audit opinion
AuditorMARTIN & ASSOCIATES, PL
Plan history4
Yearassets · accounts · employer contribution
2025$5.0M · 506 accts · $34K emplr
2024$4.3M · 634 accts · $51K emplr
2023$3.6M · 462 accts
2022$2.9M · 687 accts · $2K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,095
Investment management$9,714
Trustee / custodial$960
Total administrative$13,769
The Vesta Property Services Inc 401(k) match · 2025
Employer contribution per active participant$45
Median for plans this size$1,464
2025$45 per active participant
2024$64 per active participant
2022$3 per active participant

Vesta Property Services Inc's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan)$9,714

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$13,769 · 0.29%
2024$12,675 · 0.32%
2023$8,874 · 0.27%
2022$3,732 · 0.13%
Same employer
Similar plansAgriculture, Forestry & Fishing · Florida
Larson Dairy, Inc. FL$7.0M · 0.66%
Bethel Farms, Lllp FL$5.6M · 0.89%
B&W Quality Growers, LLC FL$5.3M · 0.04%
Agri-Starts, Inc. FL$5.0M · 0.31%
Speedling, Inc. FL$3.9M · 0.86%
Brantley Nurseries FL$3.1M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593353294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.