Plan Ledger DOL Form 5500 · updated monthly

Vsa Partners, LLC401(k)

VSA PARTNERS, LLC RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Vsa Partners, LLC reported $61,507 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,463 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 0.34% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,437th-largest of 3,702 plans among Illinois employers on file, and the 4,572nd of 11,654 in professional & technical services. In 2024, employees put in $3.74 for every $1.00 the employer contributed; active participation has shrunk from 120 to 60 since 2022.

Plan summary
Net assets, end of year$26,385,749
Participants with balances200
Active participants60
Employer contributions$267,773
Employee contributions$1,002,786
Employer contribution per active participant$4,463
Average account balance$131,929
Benefits paid to participants$2,953,912
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.4M · 200 accts · $268K emplr
2023$24.4M · 227 accts · $361K emplr
2022$23.3M · 258 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,022
Investment management$40,485
Total administrative$61,507
The Vsa Partners, LLC 401(k) match · 2024
Employer contribution per active participant$4,463
Median for plans this size$2,416
2024$4,463 per active participant
2023$4,517 per active participant
2022$3,216 per active participant

Vsa Partners, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$40,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,022

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

Administrative cost history3
2024$61,507 · 0.24%
2023$86,039 · 0.36%
2022$93,833 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Illinois
Vaniam Group LLC IL$27.4M · 0.32%
Hennessy & Roach P.C. IL$26.7M · 0.31%
Crossvue, LLC IL$26.1M · 0.35%
K2 Services LLC IL$25.9M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 844132430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.