Plan Ledger DOL Form 5500 · updated monthly

Vis, LLC401(k)

VIS LLC 401(K) SAVINGS PLAN · GREER, SC · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Vis, LLC reported $58,320 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $577 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 0.517%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 389th-largest of 807 plans among South Carolina employers on file, and 2,666th of 4,246 in wholesale trade. In 2024, employees put in $9.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,072,924
Participants with balances217
Active participants172
Employer contributions$99,222
Employee contributions$962,678
Employer contribution per active participant$577
Average account balance$55,636
Benefits paid to participants$842,092
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 217 accts · $99K emplr
2023$10.5M · 221 accts · $110K emplr
2022$8.6M · 200 accts · $109K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,451
Investment management$27,869
Total administrative$58,320
The Vis, LLC 401(k) match · 2024
Employer contribution per active participant$577
Median for plans this size$2,416
2024$577 per active participant
2023$608 per active participant
2022$652 per active participant

Vis, 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$30,451
CAPFINANCIAL PARTNERS, LLC · Recordkeeping · Trustee$27,869
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, CAPFINANCIAL PARTNERS, LLC
2023ADP, CAPFINANCIAL PARTNERS, LLC

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

Administrative cost history3
2024$58,320 · 0.52%
2023$50,904 · 0.53%
2022$48,705 · 0.52%
Same employer
Similar plansWholesale Trade · South Carolina
Hartmann USA, Inc. SC$14.0M · 0.05%
The Yahnis Company SC$13.8M · 0.44%
Epting Distributors, Inc SC$12.3M · 0.30%
Prym Consumer USA Inc. SC$12.3M · 0.04%
Stier Supply Company SC$9.3M · 0.63%
Savaria USA Inc. SC$8.2M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201871963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.