Plan Ledger DOL Form 5500 · updated monthly

VISION33, Inc.401(k)

VISION33 401K PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

VISION33, Inc. reported $57,768 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,943 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 rose from 0.43% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,908th of 9,483), and 7,290th of 11,654 in professional & technical services. In 2024, employees put in $3.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,337,672
Participants with balances123
Active participants100
Employer contributions$294,303
Employee contributions$1,083,873
Employer contribution per active participant$2,943
Average account balance$100,306
Benefits paid to participants$1,830,123
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 123 accts · $294K emplr
2023$11.3M · 131 accts · $298K emplr
2022$9.3M · 136 accts · $298K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,858
Audit (IQPA)$15,100
Total administrative$57,768
The VISION33, Inc. 401(k) match · 2024
Employer contribution per active participant$2,943
Median for plans this size$2,416
2024$2,943 per active participant
2023$2,862 per active participant
2022$2,686 per active participant

VISION33, Inc.'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$40,858
HASKELL & WHITE LLP · Accounting / audit$15,100

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$57,768 · 0.49%
2023$51,661 · 0.50%
2022$42,298 · 0.43%
Same employer
Similar plansProfessional & Technical Services · California
Zealth, Inc. CA$12.4M · 0.01%
Agilitech CA$12.4M · 0.32%
Opus 12, Inc. CA$12.4M · 0.21%
Perfect Day, Inc. CA$12.3M · 0.35%
Alltrails, Inc CA$12.3M · 0.09%
Sharethrough USA, Inc. CA$12.3M · 0.42%
Cemtek Systems, Inc. CA$12.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980417630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.