Plan Ledger DOL Form 5500 · updated monthly

Vinyl Technology Inc.401(k)

VINYL TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST · MONROVIA, CA · plan year 2023

Reported admin expense ratio · 2023
0.46%

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

Vinyl Technology Inc. reported $20,414 in plan administrative expenses for 2023: 0.46% of average plan assets, below the peer median. Employer contributions averaged $1,403 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 1 year on file its reported administrative ratio fell from 0.52% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,973rd of 9,483), and 11,150th of 13,661 in manufacturing. In 2023, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,085,529
Participants with balances202
Active participants191
Employer contributions$268,021
Employee contributions$506,761
Employer contribution per active participant$1,403
Average account balance$25,176
Benefits paid to participants$116,911
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$5.1M · 202 accts · $268K emplr
2022$3.8M · 140 accts · $238K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,342
Investment management$10,212
Trustee / custodial$860
Total administrative$20,414
The Vinyl Technology Inc. 401(k) match · 2023
Employer contribution per active participant$1,403
Median for plans this size$1,308
2023$1,403 per active participant
2022$1,408 per active participant

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

Service providers · 20232
PAYCHEX, INC. · Investment advisory (participants) · Recordkeeping$9,843
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (participants) · Recordkeeping$9,787

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

Administrative cost history2
2023$20,414 · 0.46%
2022$20,399 · 0.52%
All plans at this employer2
VINYL TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST401(k)
VINYL TECHNOLOGY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · California
Veg Fresh Farms LLC CA$5.2M · 0.10%
Neill Aircraft Co. CA$5.2M · 0.51%
Raj Manufacturing, LLC CA$5.1M · 0.75%
Molekule, Inc. CA$5.0M · 0.51%
Insultech, LLC CA$5.0M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953784784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.