Plan Ledger DOL Form 5500 · updated monthly

Vip Services, Inc.401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF VIP SERVICES, INC. · ELKHORN, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Vip Services, Inc. reported $739 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $523 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 3 years on file its reported administrative ratio has held roughly steady near 0.023%. 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 Wisconsin (1,747th of 1,936), and 9,009th of 11,911 in health care & social assistance. In 2024, employees put in $2.91 for every $1.00 the employer contributed; active participation has grown from 80 to 108 since 2022.

Plan summary
Net assets, end of year$3,347,852
Participants with balances97
Active participants108
Employer contributions$56,509
Employee contributions$164,286
Employer contribution per active participant$523
Average account balance$34,514
Benefits paid to participants$248,490
Plan auditUnmodified (clean) audit opinion
AuditorLUCIDA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 97 accts · $57K emplr
2023$3.0M · 104 accts · $42K emplr
2022$2.7M · 154 accts · $51K emplr
The Vip Services, Inc. 401(k) match · 2024
Employer contribution per active participant$523
Median for plans this size$1,313
2024$523 per active participant
2023$473 per active participant
2022$638 per active participant

Vip Services, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$976

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$739 · 0.02%
2023$492 · 0.02%
2022$764 · 0.02%
Similar plansHealth Care & Social Assistance · Wisconsin
Aptiv WI$3.5M · 0.73%
Lindengrove, Inc. WI$3.4M · 0.78%
Shady Lane, Inc. WI$3.2M · 0.71%
Rcs Empowers, Inc. WI$3.2M · 0.79%
S and J Home Care, LLC WI$3.2M · 1.00%
Society's Assets, Inc. WI$3.2M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391227648 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.