Plan Ledger DOL Form 5500 · updated monthly

Vtech USA Holdings, LLC401(k)

VTECH USA 401(K) PLAN · TIGARD, OR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Vtech USA Holdings, LLC reported $60,537 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $5,907 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 rose from 0.08% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 133rd-largest of 1,021 plans among Oregon employers on file, and the 584th of 4,246 in wholesale trade. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,714,937
Participants with balances336
Active participants200
Employer contributions$1,181,446
Employee contributions$2,724,000
Employer contribution per active participant$5,907
Average account balance$210,461
Benefits paid to participants$7,251,051
Plan auditUnmodified (clean) audit opinion
AuditorGEFFEN MESHER & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$70.7M · 336 accts · $1.2M emplr
2023$64.9M · 350 accts · $1.2M emplr
2022$55.8M · 364 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,537
Total administrative$60,537
The Vtech USA Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$5,907
Median for plans this size$3,635
2024$5,907 per active participant
2023$5,347 per active participant
2022$5,543 per active participant

Vtech USA Holdings, LLC's 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$60,536
ACTUARIAL BENEFITS CORPORATION · Other servicesindirect comp

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$60,537 · 0.09%
2023$56,050 · 0.09%
2022$51,661 · 0.08%
Same employer
Similar plansWholesale Trade · Oregon
Parr Lumber Company OR$130.2M · 0.19%
Johnstone Supply, LLC. OR$83.4M · 0.18%
Orepac Holding Company OR$66.9M · 0.25%
Consolidated Supply Co. OR$61.8M · 0.33%
Columbia Grain OR$54.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363427868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.