Plan Ledger DOL Form 5500 · updated monthly

Vetevolve Holdings, LLC401(k)

VETEVOLVE 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
1.35%

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

Vetevolve Holdings, LLC reported $110,557 in plan administrative expenses for 2024: 1.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $438 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 rose from 1.22% to 1.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oklahoma (411th of 724), and 8,159th of 11,654 in professional & technical services. In 2024, employees put in $4.75 for every $1.00 the employer contributed; active participation has grown from 613 to 849 since 2022.

Plan summary
Net assets, end of year$9,495,848
Participants with balances327
Active participants849
Employer contributions$371,805
Employee contributions$1,766,290
Employer contribution per active participant$438
Average account balance$29,039
Benefits paid to participants$761,905
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 327 accts · $372K emplr
2023$6.9M · 257 accts · $239K emplr
2022$2.7M · 221 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$110,557
Total administrative$110,557
The Vetevolve Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$438
Median for plans this size$1,313
2024$438 per active participant
2023$345 per active participant
2022$373 per active participant

Vetevolve Holdings, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$110,557
BENEFIT FIDUCIARY GROUP LLC · Investment advisory (plan)indirect comp

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$110,557 · 1.35%
2023$62,544 · 1.31%
2022$29,848 · 1.22%
Similar plansProfessional & Technical Services · Oklahoma
Arl Bio Pharma, Inc. OK$10.6M · 0.60%
B+T Group Holdings, Inc OK$10.1M · 0.14%
Cck Strategies, PLLC OK$9.9M · 0.60%
Realtime Peo II, LLC OK$9.7M · 0.23%
Adfitech, Inc. OK$9.4M · 0.84%
Oak Tree Software, Inc. OK$8.6M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611741694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.