Plan Ledger DOL Form 5500 · updated monthly

Vinea Capital Incorporated401(k)

VINEA CAPITAL 401(K) PLAN (SOTO COMPANIES) · AUGUSTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Vinea Capital Incorporated reported $6,373 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $876 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 2.31% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Georgia (2,011th of 2,160), and 10,644th of 11,911 in health care & social assistance. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,293,753
Participants with balances111
Active participants177
Employer contributions$154,997
Employee contributions$239,716
Employer contribution per active participant$876
Average account balance$11,655
Benefits paid to participants$171,063
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$1.3M · 111 accts · $155K emplr
2022$573K · 64 accts · $74K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,373
Total administrative$6,373
The Vinea Capital Incorporated 401(k) match · 2024
Employer contribution per active participant$876
Median for plans this size$1,313
2024$876 per active participant
2022$759 per active participant

Vinea Capital Incorporated's 2024 employer contribution ran below the $1,313 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
MERRILL LYNCH · Investment advisory (participants)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 history2
2024$6,373 · 0.56%
2022$12,796 · 2.31%
Similar plansHealth Care & Social Assistance · Georgia
Legacy Link GA$1.3M · 1.09%
Genetic Foresight GA$1.2M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822785229 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.