Plan Ledger DOL Form 5500 · updated monthly

Veterans of Foreign Wars of the United States401(k)

VFW TAX DEFERRED SAVINGS PLAN AND TRUST · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Veterans of Foreign Wars of the United States reported $84,667 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,462 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 has held roughly steady near 0.303%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 467th-largest of 1,393 plans among Missouri employers on file, and the 753rd of 3,341 in other services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,940,584
Participants with balances238
Active participants186
Employer contributions$643,874
Employee contributions$1,131,941
Employer contribution per active participant$3,462
Average account balance$121,599
Benefits paid to participants$2,092,996
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.9M · 238 accts · $644K emplr
2023$27.0M · 237 accts · $625K emplr
2022$25.1M · 236 accts · $586K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,950
Investment management$54,717
Total administrative$84,667
The Veterans of Foreign Wars of the United States 401(k) match · 2024
Employer contribution per active participant$3,462
Median for plans this size$2,416
2024$3,462 per active participant
2023$3,271 per active participant
2022$3,150 per active participant

Veterans of Foreign Wars of the United States's 2024 employer contribution ran above the $2,416 median for plans its size. 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
TWO WEST CAPITAL ADVISORS LLC · Investment advisory (plan)$53,258
EMPOWER ADVISORY GROUP, LLC · Investment management$1,459

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

Administrative cost history3
2024$84,667 · 0.30%
2023$75,627 · 0.29%
2022$85,214 · 0.30%
Same employer
Similar plansOther Services · Missouri
U.S. Tool Grinding, Inc. MO$34.1M · 0.52%
Clean Uniform Company MO$31.2M · 0.56%
Osage Industries, Inc. MO$28.6M · 0.20%
Federal Protection, Inc. MO$26.6M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440474290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.