Plan Ledger DOL Form 5500 · updated monthly

Vp Holdings Corp.401(k)

VITA PLUS CORPORATION 401(K) PLAN · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.14%

Vp Holdings Corp. reported $111,559 in plan administrative expenses for 2024: 0.14% 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 fell from 0.21% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 281st-largest of 1,936 plans among Wisconsin employers on file, and the 2,250th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$79,890,404
Participants with balances544
Active participants406
Employer contributions—
Employee contributions$2,940,056
Employer contribution per active participant—
Average account balance$146,857
Benefits paid to participants$7,874,424
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.9M · 544 accts
2023$74.0M · 531 accts
2022$61.7M · 545 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,798
Investment management$36,761
Total administrative$111,559
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
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$74,798
MORGAN STANLEY · Investment advisory (plan)$36,761
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023Newport (Ascensus), OneAmerica

This plan has changed recordkeepers within these filings. If you left Vp Holdings Corp. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$111,559 · 0.14%
2023$107,050 · 0.16%
2022$120,797 · 0.21%
All plans at this employer2
EMPLOYEE STOCK OWNERSHIP PLAN OF VITA PLUSESOP
VITA PLUS CORPORATION 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Syntegon US Holding Inc WI$81.2M · 0.10%
Masters Gallery Foods, Inc. WI$80.1M · 0.23%
Ldv, Inc. WI$80.0M · 0.27%
Serigraph, Inc. WI$79.2M · 0.20%
Smc, LTD. WI$78.9M · 0.24%
Sensia LLC WI$77.8M
Appvion, LLC WI$76.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391973530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.