Plan Ledger DOL Form 5500 · updated monthly

Vonlehman & Company, Inc.401(k)

VONLEHMAN & CO., INC. EMPLOYEE'S SAVINGS PLAN · FORT WRIGHT, KY · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Vonlehman & Company, Inc. reported $83,456 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $5,062 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 1 year on file its reported administrative ratio rose from 0.29% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 226th-largest of 871 plans among Kentucky employers on file, and the 4,303rd of 11,654 in professional & technical services. In 2023, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 128 to 141 since 2022.

Plan summary
Net assets, end of year$28,820,500
Participants with balances157
Active participants141
Employer contributions$713,743
Employee contributions$1,345,244
Employer contribution per active participant$5,062
Average account balance$183,570
Benefits paid to participants$3,420,378
Plan auditUnmodified (clean) audit opinion
AuditorMONROE SHINE & CO., INC.
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$28.8M · 157 accts · $714K emplr
2022$25.8M · 157 accts · $658K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,536
Investment management$32,035
Total administrative$83,456
The Vonlehman & Company, Inc. 401(k) match · 2023
Employer contribution per active participant$5,062
Median for plans this size$2,440
2023$5,062 per active participant
2022$5,144 per active participant

Vonlehman & Company, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PENSION CORPORATION OF AMERICA · Recordkeeping · Loan processing$20,214
PCA INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$32,035
ALPHAMARK ADVISORS LLC · Investment advisory (plan)$28,022

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

Recordkeeper by year2
2024PENSION CORPORATION OF AMERICA
2023PENSION CORPORATION OF AMERICA

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

Administrative cost history3
2024Not separately reported
2023$83,456 · 0.31%
2022$81,264 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Kentucky
Grw Engineers, Inc. KY$34.8M · 0.20%
Alpine Intel, LLC KY$33.9M · 0.31%
McBrayer PLLC KY$26.6M · 0.01%
Verisys Corporation KY$26.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310905417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.