Plan Ledger DOL Form 5500 · updated monthly

Vinebrook Homes, LLC401(k)

VINEBROOK HOMES, LLC 401(K) PLAN · DAYTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Vinebrook Homes, LLC reported $84,286 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,311 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 0.55% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,635th-largest of 3,295 plans among Ohio employers on file, and the 866th of 2,096 in real estate & leasing. In 2024, employees put in $1.32 for every $1.00 the employer contributed; active participation has shrunk from 750 to 532 since 2022.

Plan summary
Net assets, end of year$14,565,852
Participants with balances633
Active participants532
Employer contributions$1,761,217
Employee contributions$2,329,720
Employer contribution per active participant$3,311
Average account balance$23,011
Benefits paid to participants$2,432,816
Plan auditUnmodified (clean) audit opinion
AuditorPAYNE & SMITH, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 633 accts · $1.8M emplr
2023$11.2M · 655 accts · $2.1M emplr
2022$7.0M · 777 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,881
Investment management$12,405
Total administrative$84,286
The Vinebrook Homes, LLC 401(k) match · 2024
Employer contribution per active participant$3,311
Median for plans this size$2,416
2024$3,311 per active participant
2023$3,746 per active participant
2022$2,312 per active participant

Vinebrook Homes, LLC's 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$71,881
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,405

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$84,286 · 0.65%
2023$63,978 · 0.70%
2022$29,522 · 0.55%
Same employer
Similar plansReal Estate & Leasing · Ohio
Woda-Cooper Companies, Inc. OH$20.4M · 0.54%
Irg Realty Advisors, LLC OH$17.8M · 0.43%
Dhg Inc. OH$14.9M · 0.09%
Goldberg Companies, Inc. OH$13.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 301133969 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.