Plan Ledger DOL Form 5500 · updated monthly

Vuori, Inc.401(k)

VUORI 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Vuori, Inc. reported $40,240 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $487 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 0.65% to 0.49%. 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 California (5,240th of 9,483), and the 2,479th of 5,215 in retail trade. In 2024, employees put in $3.52 for every $1.00 the employer contributed; active participation has grown from 496 to 1,764 since 2022.

Plan summary
Net assets, end of year$10,827,636
Participants with balances484
Active participants1,764
Employer contributions$859,650
Employee contributions$3,024,752
Employer contribution per active participant$487
Average account balance$22,371
Benefits paid to participants$921,345
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 484 accts · $860K emplr
2023$5.5M · 281 accts · $469K emplr
2022$2.2M · 156 accts · $270K emplr
The Vuori, Inc. 401(k) match · 2024
Employer contribution per active participant$487
Median for plans this size$1,313
2024$487 per active participant
2023$454 per active participant
2022$544 per active participant

Vuori, Inc.'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
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (participants)$28,718
PREMIER PLAN CONSULTANTS · Investment advisory (participants)$8,322

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$40,240 · 0.49%
2023$23,067 · 0.60%
2022$10,632 · 0.65%
Same employer
Similar plansRetail Trade · California
Event Network, LLC CA$10.9M · 0.74%
E.M. Tharp, Inc. CA$10.9M · 0.49%
Folsom Lake Ford CA$10.9M · 0.02%
Garberville Gas Corporation CA$10.8M · 0.59%
Selman Chevrolet Company CA$10.7M · 0.04%
Moxie Hch Motors, LLC CA$10.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463958662 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.