Plan Ledger DOL Form 5500 · updated monthly

Vital Enterprises LLC401(k)

VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Vital Enterprises LLC reported $68,144 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $872 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 0.41% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 314th-largest of 1,021 plans among Oregon employers on file, and the 393rd of 786 in management of companies. In 2024, employees put in $5.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,944,065
Participants with balances425
Active participants384
Employer contributions$334,899
Employee contributions$1,769,246
Employer contribution per active participant$872
Average account balance$61,045
Benefits paid to participants$2,009,049
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 425 accts · $335K emplr
2023$22.3M · 465 accts · $346K emplr
2022$18.0M · 539 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,103
Investment management$37,041
Total administrative$68,144
The Vital Enterprises LLC 401(k) match · 2024
Employer contribution per active participant$872
Median for plans this size$2,416
2024$872 per active participant
2023$807 per active participant
2022$890 per active participant

Vital Enterprises 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
MORGAN STANLEY · Investment advisory (plan)$36,051
EMPOWER ADVISORY GROUP, LLC · Investment management$990

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$68,144 · 0.28%
2023$67,136 · 0.33%
2022$78,370 · 0.41%
Same employer
Similar plansManagement of Companies · Oregon
Shapco Inc. CA$26.4M · 0.30%
Cpl Pacific, LLC GU$26.4M · 0.55%
Darr Equipment, LP TX$25.5M · 0.37%
Lacalle Group, LLC TX$25.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464417823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.