Plan Ledger DOL Form 5500 · updated monthly

Vorto Operations LLC401(k)

VORTO OPERATIONS LLC 401(K) PROFIT SHARING PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Vorto Operations LLC reported $7,405 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,058 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 0.36% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (1,023rd of 1,461), and 9,615th of 11,654 in professional & technical services. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has grown from 169 to 240 since 2022.

Plan summary
Net assets, end of year$5,472,280
Participants with balances394
Active participants240
Employer contributions$493,999
Employee contributions$1,198,374
Employer contribution per active participant$2,058
Average account balance$13,889
Benefits paid to participants$615,316
Plan auditUnmodified (clean) audit opinion
AuditorHOLM RYAN TRUITT HALL LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 394 accts · $494K emplr
2023$3.6M · 286 accts · $358K emplr
2022$2.2M · 280 accts · $320K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,405
Total administrative$7,405
The Vorto Operations LLC 401(k) match · 2024
Employer contribution per active participant$2,058
Median for plans this size$1,313
2024$2,058 per active participant
2023$2,147 per active participant
2022$1,891 per active participant

Vorto Operations LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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
ADP, INC. · Loan processing · Recordkeeping$7,405

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$7,405 · 0.16%
2023$6,950 · 0.24%
2022$6,609 · 0.36%
Similar plansProfessional & Technical Services · Colorado
Learning Network LLC CO$5.9M · 0.14%
Aliri USA Inc. CO$5.6M · 1.19%
Forge Nano CO$5.6M · 0.86%
Spicer Jeffries & Co LLP CO$5.3M · 0.60%
Bombbomb, Inc. CO$5.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854188478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.