Plan Ledger DOL Form 5500 · updated monthly

Vgp Holdings LLC401(k)

VALVOLINE GLOBAL OPERATIONS 401(K) PLAN · LEXINGTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Vgp Holdings LLC reported $312,610 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $7,667 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 1 year on file its reported administrative ratio rose from 0.07% to 0.12%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 29th-largest of 871 plans among Kentucky employers on file, and the 894th of 13,661 in manufacturing. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$281,584,560
Participants with balances1,442
Active participants1,357
Employer contributions$10,403,883
Employee contributions$11,081,240
Employer contribution per active participant$7,667
Average account balance$195,274
Benefits paid to participants$25,201,330
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$281.6M · 1,442 accts · $10.4M emplr
2023$247.4M · 1,368 accts · $10.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,042
Investment management$7,630
Total administrative$312,610
The Vgp Holdings LLC 401(k) match · 2024
Employer contribution per active participant$7,667
Median for plans this size$4,294
2024$7,667 per active participant
2023$7,850 per active participant

Vgp Holdings LLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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
AON INVESTMENTS USA INC. · Investment management$178,938
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$114,856

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$312,610 · 0.12%
2023$165,802 · 0.07%
Same employer
Similar plansManufacturing · Kentucky
Wieland North America, Inc. KY$424.6M · 0.13%
Wieland North America, Inc. KY$367.9M · 0.17%
North American Stainless KY$334.8M · 0.03%
Valvoline Inc. KY$318.8M · 0.20%
Union Underwear Company, Inc KY$258.1M · 0.05%
Toyota Boshoku America, Inc. KY$233.1M · 0.17%
Alltech, Inc. KY$208.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 882683316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.