Plan Ledger DOL Form 5500 · updated monthly

Vm Services, Inc.401(k)

VENTURE 401(K) PLAN · MILIPITAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.67%

Vm Services, Inc. reported $64,805 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. 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 0.12% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,407th of 9,483), and 8,707th of 13,661 in manufacturing. active participation has shrunk from 266 to 185 since 2022.

Plan summary
Net assets, end of year$10,154,678
Participants with balances219
Active participants185
Employer contributions—
Employee contributions$904,358
Employer contribution per active participant—
Average account balance$46,368
Benefits paid to participants$967,426
Plan auditUnmodified (clean) audit opinion
AuditorCOMYNS SMITH MCCLEARY & DEAVER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 219 accts
2023$9.2M · 244 accts
2022$7.9M · 282 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,341
Investment management$17,464
Audit (IQPA)$15,000
Total administrative$64,805
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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$31,111
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$1,230
CAMBRIDGE INVESTMENT GROUP · Investment advisory (plan)$17,464
COMYNS SMITH MCCLEARY & DEAVER LLP · Accounting / audit$15,000

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$64,805 · 0.67%
2023$37,999 · 0.45%
2022$11,068 · 0.12%
Same employer
Similar plansManufacturing · California
Esl Power Systems Inc. CA$10.2M · 0.37%
Mercer Foods, LLC CA$10.2M · 0.81%
Conesys, Inc. CA$10.2M · 0.43%
Del Real Foods, LLC CA$10.1M · 0.14%
Biolase, Inc. CA$10.1M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770459829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.