Plan Ledger DOL Form 5500 · updated monthly

Vested HR II, LLC401(k)

VESTED HR SOLUTIONS, LLC RETIREMENT SAVINGS PLAN · PALM HARBOR, FL · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Vested HR II, LLC reported $49,373 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $540 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 fell from 0.98% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,551st-largest of 3,644 plans among Florida employers on file, and the 885th of 2,534 in administrative & support services. In 2024, employees put in $2.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,337,878
Participants with balances313
Active participants533
Employer contributions$287,754
Employee contributions$763,267
Employer contribution per active participant$540
Average account balance$39,418
Benefits paid to participants$1,183,282
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$12.3M · 313 accts · $288K emplr
2022$1.3M · 99 accts · $31K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,373
Total administrative$49,373
The Vested HR II, LLC 401(k) match · 2024
Employer contribution per active participant$540
Median for plans this size$1,313
2024$540 per active participant
2022$112 per active participant

Vested HR II, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$49,373

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

Administrative cost history2
2024$49,373 · 0.61%
2022$13,105 · 0.98%
Similar plansAdministrative & Support Services · Florida
Nesco Resource LLC FL$13.2M · 0.88%
Msc Cruisesusa LLC FL$12.9M · 0.73%
Key HR, LLC FL$12.4M · 1.43%
Medusind Inc. FL$11.9M · 0.06%
Iss Action, Inc. FL$11.9M · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842321487 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.