Plan Ledger DOL Form 5500 · updated monthly

Vindex LLC401(k)

VINDEX LLC RETIREMENT PLAN · NEW YORK, NY · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

Vindex LLC reported $8,899 in plan administrative expenses for 2022: 0.54% of average plan assets, above the peer median. Employer contributions averaged $9 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in New York (5,048th of 5,648), and 4,633rd of 4,798 in finance & insurance. In 2022, employees put in $512.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,410,587
Participants with balances161
Active participants329
Employer contributions$3,021
Employee contributions$1,549,114
Employer contribution per active participant$9
Average account balance$14,973
Benefits paid to participants$110,884
Plan auditUnmodified (clean) audit opinion
AuditorBORIS BENIC AND ASSOCIATES LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$2.4M · 161 accts · $3K emplr
Administrative expenses, itemized · 2022
Investment management$643
Total administrative$8,899
The Vindex LLC 401(k) match · 2022
Employer contribution per active participant$9
Median for plans this size$1,114

Vindex LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$8,899 · 0.54%
Same employer
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Xcel Brands, Inc. NY$3.8M · 0.69%
East Coast Capital Corp NY$3.0M · 1.02%
Imprint Payments, Inc. NY$3.0M · 0.02%
Sprout Mortgage LLC NY$2.1M · 1.36%
Nfm Buyer LLC - Union NY$1.6M · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841774004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.