Plan Ledger DOL Form 5500 · updated monthly

Vision Community Management LLC401(k)

VISION COMMUNITY MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.82%

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

Vision Community Management LLC reported $32,763 in plan administrative expenses for 2022: 0.82% of average plan assets, higher than ~75% of peers. Employer contributions averaged $62,726 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (927th of 1,285), and 10,317th of 11,654 in professional & technical services. In 2022, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,603,576
Participants with balances121
Active participants3
Employer contributions$188,177
Employee contributions$266,549
Employer contribution per active participant$62,726
Average account balance$29,782
Benefits paid to participants$482,254
Plan auditQualified audit opinion
AuditorCOOPER SAVAS
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.6M · 121 accts · $188K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,155
Investment management$19,608
Total administrative$32,763
The Vision Community Management LLC 401(k) match · 2022
Employer contribution per active participant$62,726
Median for plans this size$1,114

Vision Community Management LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$32,763 · 0.82%
Similar plansProfessional & Technical Services · Arizona
Tsvc, LLC AZ$4.1M · 1.35%
Kear Civil Corporation AZ$4.0M · 0.83%
ENGAGE3, LLC AZ$3.3M · 0.14%
Kpg Healthcare, LLC AZ$3.2M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201991834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.