Plan Ledger DOL Form 5500 · updated monthly

Virtium, LLC401(k)

VIRTIUM, LLC PROFIT SHARING 401(K) PLAN · RANCHO SANTA MARGARITA, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Virtium, LLC reported $52,897 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.42% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,228th-largest of 9,483 plans among California employers on file, and the 6,812th of 13,661 in manufacturing. active participation has shrunk from 139 to 105 since 2022.

Plan summary
Net assets, end of year$16,002,243
Participants with balances130
Active participants105
Employer contributions$0
Employee contributions$975,629
Employer contribution per active participant$0
Average account balance$123,094
Benefits paid to participants$1,510,347
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER HUBER AND HELM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 130 accts
2023$13.9M · 142 accts · $280K emplr
2022$11.2M · 165 accts · $207K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,897
Investment management$29,000
Total administrative$52,897
The Virtium, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$2,617 per active participant
2022$1,486 per active participant

Virtium, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$29,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,897

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$52,897 · 0.35%
2023$51,306 · 0.41%
2022$53,576 · 0.42%
Same employer
Similar plansManufacturing · California
Noritz America Corporation CA$16.1M · 0.01%
Credo Semiconductor, Inc. CA$16.1M · 0.14%
Tri-Union Seafoods, LLC CA$16.1M · 0.07%
Ingomar Packing Company CA$16.0M · 0.50%
Totten Tubes, Inc. CA$15.9M · 0.27%
Advantage Mailing, LLC CA$15.9M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474598946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.