Plan Ledger DOL Form 5500 · updated monthly

Virtuoso, LTD401(k)

VIRTUOSO, LTD 401(K) PROFIT SHARING PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Virtuoso, LTD reported $77,173 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,479 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 0.22% to 0.20%. 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 1,183rd-largest of 5,688 plans among Texas employers on file, and the 342nd of 2,534 in administrative & support services. In 2024, employees put in $2.88 for every $1.00 the employer contributed; active participation has grown from 194 to 276 since 2022.

Plan summary
Net assets, end of year$42,827,812
Participants with balances392
Active participants276
Employer contributions$960,201
Employee contributions$2,763,645
Employer contribution per active participant$3,479
Average account balance$109,255
Benefits paid to participants$1,768,931
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.8M · 392 accts · $960K emplr
2023$36.0M · 363 accts · $768K emplr
2022$29.1M · 308 accts · $815K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,150
Investment management$42,023
Total administrative$77,173
The Virtuoso, LTD 401(k) match · 2024
Employer contribution per active participant$3,479
Median for plans this size$2,416
2024$3,479 per active participant
2023$3,059 per active participant
2022$4,203 per active participant

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

Service providers · 20243
NORTHWESTERN MUTUAL INVESTMENT SERV · Recordkeeping · Trustee$42,023
ADP, INC. · Loan processing · Recordkeeping$35,150
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, NORTHWESTERN MUTUAL INVESTMENT SERV
2023ADP, NORTHWESTERN MUTUAL INVESTMENT SERV

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

Administrative cost history3
2024$77,173 · 0.20%
2023$68,305 · 0.21%
2022$68,469 · 0.22%
Same employer
Similar plansAdministrative & Support Services · Texas
Vacation Publications, Inc. TX$48.0M · 0.01%
Bg Staff Services, Inc. TX$44.3M · 0.38%
Group Services, LLC TX$41.1M · 0.04%
Eemployers Solutions, Inc. TX$35.6M · 0.70%
Jenkins Services, Inc. TX$33.5M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135670009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.