Plan Ledger DOL Form 5500 · updated monthly

Virtual Marketing Strategies401(k)

VIRTUAL MARKETING STRATEGIES INC. 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Virtual Marketing Strategies reported $35,398 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,809 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 0.28% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 621st-largest of 1,562 plans among Indiana employers on file, and the 674th of 2,534 in administrative & support services. In 2024, employees put in $2.14 for every $1.00 the employer contributed; active participation has grown from 93 to 144 since 2022.

Plan summary
Net assets, end of year$17,887,098
Participants with balances254
Active participants144
Employer contributions$692,505
Employee contributions$1,479,393
Employer contribution per active participant$4,809
Average account balance$70,422
Benefits paid to participants$1,393,918
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 254 accts · $693K emplr
2023$14.7M · 251 accts · $533K emplr
2022$11.4M · 206 accts · $441K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,978
Investment management$30,420
Total administrative$35,398
The Virtual Marketing Strategies 401(k) match · 2024
Employer contribution per active participant$4,809
Median for plans this size$2,416
2024$4,809 per active participant
2023$3,651 per active participant
2022$4,746 per active participant

Virtual Marketing Strategies's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$30,420
ADP, LLC · Loan processing · Recordkeeping$4,978
ADP BROKER-DEALERindirect 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
2024ADP, UBS
2023ADP, UBS

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

Administrative cost history3
2024$35,398 · 0.22%
2023$27,345 · 0.21%
2022$34,242 · 0.28%
Same employer
Similar plansAdministrative & Support Services · Indiana
Fullstack, Inc. IN$27.6M · 0.96%
Managepoint IN$18.6M · 0.91%
Peoplelink, LLC IN$16.7M · 0.52%
Surack Enterprises Corp IN$10.9M · 0.98%
Briljent, LLC IN$8.8M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351949432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.