Plan Ledger DOL Form 5500 · updated monthly

Vintage Parts, Inc.401(k)

VINTAGE PARTS, INC. EMPLOYEE SAVINGS PLAN · LITTLE CHUTE, WI · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Vintage Parts, Inc. reported $14,435 in plan administrative expenses for 2023: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,792 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 0.15% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,347th of 1,936), and 3,057th of 4,246 in wholesale trade. In 2023, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,004,766
Participants with balances123
Active participants86
Employer contributions$326,138
Employee contributions$382,678
Employer contribution per active participant$3,792
Average account balance$73,209
Benefits paid to participants$382,059
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 123 accts · $309K emplr
2023$9.0M · 123 accts · $326K emplr
2022$7.6M · 140 accts · $319K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,435
Total administrative$14,435
The Vintage Parts, Inc. 401(k) match · 2023
Employer contribution per active participant$3,792
Median for plans this size$1,308
2024$3,635 per active participant
2023$3,792 per active participant
2022$3,667 per active participant

Vintage Parts, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
RETIREMENT STRATEGIES LLC · Recordkeeping · Consulting$1,885
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$12,590
EDWARD JONES · Investment advisory (plan)indirect comp
WILLSHIRE ASSOCIATES INC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024RETIREMENT STRATEGIES LLC
2023RETIREMENT STRATEGIES LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,925 · 0.05%
2023$14,435 · 0.17%
2022$13,063 · 0.15%
Similar plansWholesale Trade · Wisconsin
Dhi Corp. WI$8.8M · 0.69%
Condon Companies WI$8.2M · 0.10%
A.L. Schutzman Company WI$8.2M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391725944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.