Plan Ledger DOL Form 5500 · updated monthly

Volver Investment Partners, LLC401(k)

VOLVER INVESTMENT PARTNERS, LLC 401(K) · MARLTON, NJ · plan year 2025

Reported admin expense ratio · 2025
0.94%

Volver Investment Partners, LLC reported $28,072 in plan administrative expenses for 2025: 0.94% of average plan assets, higher than ~75% of peers. 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 3 years on file its reported administrative ratio fell from 1.03% to 0.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (2,040th of 2,419), and 3,917th of 4,246 in wholesale trade. active participation has shrunk from 97 to 83 since 2022.

Plan summary
Net assets, end of year$3,130,466
Participants with balances155
Active participants83
Employer contributions—
Employee contributions$188,850
Employer contribution per active participant—
Average account balance$20,197
Benefits paid to participants$314,593
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$3.1M · 155 accts
2024$2.8M · 152 accts
2023$2.6M · 120 accts
2022$2.3M · 161 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$16,602
Investment management$11,470
Total administrative$28,072
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
THE VANGUARD GROUP, INC. · Recordkeeping$16,602
CETERA ADVISOR NETWORKS · Investment advisory (plan)$11,470

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

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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Administrative cost history4
2025$28,072 · 0.94%
2024$25,685 · 0.95%
2023$28,558 · 1.18%
2022$24,955 · 1.03%
Similar plansWholesale Trade · New Jersey
Riviera Produce Corp. NJ$3.9M · 0.83%
Nu-World Corporation NJ$3.8M · 0.81%
Reliance Vitamin, LLC NJ$3.7M · 0.26%
Durst Corporation Inc NJ$2.8M · 0.32%
Sakar International Inc. NJ$2.7M · 1.05%
Dartagnan Inc. NJ$2.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464646515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.