Plan Ledger DOL Form 5500 · updated monthly

Vista Consulting Group, LLC401(k)

VISTA CONSULTING GROUP, LLC · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Vista Consulting Group, LLC reported $1,225 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,417 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 0.01% to 0.00%. 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 the 1,339th-largest of 3,702 plans among Illinois employers on file, and the 4,266th of 11,654 in professional & technical services. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,209,363
Participants with balances269
Active participants122
Employer contributions$1,270,919
Employee contributions$1,934,944
Employer contribution per active participant$10,417
Average account balance$108,585
Benefits paid to participants$1,655,165
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 269 accts · $1.3M emplr
2023$23.0M · 261 accts · $1.3M emplr
2022$17.4M · 255 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,225
Total administrative$1,225
The Vista Consulting Group, LLC 401(k) match · 2024
Employer contribution per active participant$10,417
Median for plans this size$2,416
2024$10,417 per active participant
2023$11,098 per active participant
2022$9,777 per active participant

Vista Consulting Group, LLC'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,225

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

Administrative cost history3
2024$1,225 · 0.00%
2023$750 · 0.00%
2022$1,485 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Illinois
G. H. Smart & Company, LLC IL$29.7M · 0.17%
Ipc International, Inc. IL$29.6M · 0.50%
Valdes Engineering Company IL$29.3M · 0.27%
Mueller & Co., LLP IL$28.5M · 0.07%
Amount, Inc. IL$28.4M · 0.18%
Enfusion LTD. LLC IL$28.2M · 0.54%
Burwood Group, Inc. IL$28.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274549159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.