Plan Ledger DOL Form 5500 · updated monthly

Vta, LLC401(k)

THE VIRGINIA TIRE & AUTO 401(K) PLAN · MCLEAN, VA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Vta, LLC reported $40,721 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.50% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Virginia (1,523rd of 2,266), and 2,816th of 5,215 in retail trade.

Plan summary
Net assets, end of year$9,107,443
Participants with balances270
Active participants237
Employer contributions$0
Employee contributions$719,141
Employer contribution per active participant$0
Average account balance$33,731
Benefits paid to participants$1,271,926
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEWS CARTER AND BOYCE P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 270 accts
2023$8.4M · 265 accts
2022$6.9M · 260 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,563
Investment management$17,158
Total administrative$40,721
The Vta, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Vta, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
NFP RETIREMENT INC · Investment advisory (plan)$17,158

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$40,721 · 0.46%
2023$35,961 · 0.47%
2022$41,370 · 0.50%
Same employer
Similar plansRetail Trade · Virginia
Kerecis, LLC VA$10.4M · 0.22%
Suttle Motor Corporation VA$6.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541082209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.