Plan Ledger DOL Form 5500 · updated monthly

Vh Holdings, LLC401(k)

VERIDIAN HOMES 401(K) RETIREMENT PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Vh Holdings, LLC reported $99,888 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,351 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 0.37% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 598th-largest of 1,936 plans among Wisconsin employers on file, and the 1,458th of 5,337 in construction. In 2024, employees put in $3.48 for every $1.00 the employer contributed; active participation has grown from 189 to 253 since 2022.

Plan summary
Net assets, end of year$32,184,868
Participants with balances253
Active participants253
Employer contributions$594,789
Employee contributions$2,070,716
Employer contribution per active participant$2,351
Average account balance$127,213
Benefits paid to participants$1,187,627
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.2M · 253 accts · $595K emplr
2023$26.1M · 214 accts · $524K emplr
2022$21.2M · 213 accts · $524K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,382
Investment management$62,506
Total administrative$99,888
The Vh Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,351
Median for plans this size$2,416
2024$2,351 per active participant
2023$2,672 per active participant
2022$2,770 per active participant

Vh Holdings, LLC's 2024 employer contribution ran below 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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$62,506
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$37,382

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$99,888 · 0.34%
2023$84,977 · 0.36%
2022$84,826 · 0.37%
Same employer
Similar plansConstruction · Wisconsin
Dave Jones, LLC. WI$37.5M · 0.48%
Stevens Construction Corp. WI$36.3M · 0.17%
Equix Holdings, Inc. WI$33.0M · 0.21%
Novum Holdings LLC WI$26.8M · 0.07%
Super Excavator, Inc. WI$26.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900811748 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.