401k Record

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Vestmark 401(k)

Recordkeeping fees per participant · Vestmark, Inc 401(k) Plan · plan year 2024

$94.55

Higher than 70% of the 5,847 plans $50 to 250M that report it.

Source

= $40,185 / 425
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260707050217NAL0016001379001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707050217NAL0016001379001, received 2026-07-07

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2026-07-07.

Cost and contributions

Administrative expenses excluding investment management, per participant

$94.55

10th: $16.21median $93.2090th: $246.84

Higher than 51% of the 8,758 plans $50 to 250M that report it.

Source

= $40,185 / 425
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260707050217NAL0016001379001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707050217NAL0016001379001, received 2026-07-07

Administrative expenses per participant

$94.55

10th: $29.39median $132.8490th: $350.58

Higher than 34% of the 9,042 plans $50 to 250M that report it.

Source

= $40,185 / 425
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260707050217NAL0016001379001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707050217NAL0016001379001, received 2026-07-07

Administrative expenses as a share of assets

0.067%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 26% of the 9,049 plans $50 to 250M that report it.

Source

= $40,185 / $60,326,281
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260707050217NAL0016001379001, received 2026-07-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260707050217NAL0016001379001, received 2026-07-07

Employer contributions per participant

$3,373

10th: $965median $2,73890th: $8,164

Higher than 61% of the 9,105 plans $50 to 250M that report it.

Source

= $1,433,650 / 425
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260707050217NAL0016001379001, received 2026-07-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707050217NAL0016001379001, received 2026-07-07

Employer share of total contributions

21.6%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 24% of the 9,112 plans $50 to 250M that report it.

Source

= $1,433,650 / $6,651,718
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260707050217NAL0016001379001, received 2026-07-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260707050217NAL0016001379001, received 2026-07-07

Plan terms, as stated in Vestmark, Inc's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260707050217NAL0016001379001, received 2026-07-07

Full record, Vestmark, Inc 401(k) Plan

FieldValueSource
Plan sponsorVESTMARK, INCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260707050217NAL0016001379001, received 2026-07-07
Plan nameVESTMARK, INC 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260707050217NAL0016001379001, received 2026-07-07
Sponsor EIN / plan number04-3556518 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260707050217NAL0016001379001, received 2026-07-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260707050217NAL0016001379001, received 2026-07-07
Sponsor locationWAKEFIELD, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260707050217NAL0016001379001, received 2026-07-07
Industry (business code)541519, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260707050217NAL0016001379001, received 2026-07-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260707050217NAL0016001379001, received 2026-07-07
Filing received2026-07-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260707050217NAL0016001379001, received 2026-07-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260707050217NAL0016001379001, received 2026-07-07
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260707050217NAL0016001379001, received 2026-07-07
Participants, beginning of year491Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260707050217NAL0016001379001, received 2026-07-07
Active participants338Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260707050217NAL0016001379001, received 2026-07-07
Participants, end of year463Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260707050217NAL0016001379001, received 2026-07-07
Participants with an account balance425Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260707050217NAL0016001379001, received 2026-07-07
Total assets, beginning of year$53,270,419Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260707050217NAL0016001379001, received 2026-07-07
Total assets, end of year$60,326,281Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260707050217NAL0016001379001, received 2026-07-07
Net assets, end of year$60,326,281Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260707050217NAL0016001379001, received 2026-07-07
Total income$14,989,824Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260707050217NAL0016001379001, received 2026-07-07
Net income$7,055,862Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260707050217NAL0016001379001, received 2026-07-07
Employer contributions$1,433,650Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260707050217NAL0016001379001, received 2026-07-07
Participant contributions$5,117,555Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260707050217NAL0016001379001, received 2026-07-07
Other contributions (incl. rollovers)$100,513Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260707050217NAL0016001379001, received 2026-07-07
Total contributions$6,651,718Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260707050217NAL0016001379001, received 2026-07-07
Benefit payments$7,861,660Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260707050217NAL0016001379001, received 2026-07-07
Total expenses (incl. benefit payments)$7,933,962Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260707050217NAL0016001379001, received 2026-07-07
Total administrative expenses$40,185Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260707050217NAL0016001379001, received 2026-07-07
Recordkeeping fees$40,185Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260707050217NAL0016001379001, received 2026-07-07
Administrative expenses excluding investment management$40,185derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260707050217NAL0016001379001, received 2026-07-07
Held in common/collective trusts$2,765,929Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260707050217NAL0016001379001, received 2026-07-07
Held in mutual funds$57,007,844Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260707050217NAL0016001379001, received 2026-07-07
Independent auditorAAFCPAS, INCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260707050217NAL0016001379001, received 2026-07-07

Position = column in the DOL layout for form year 2024. Filing 20260707050217NAL0016001379001, received 2026-07-07.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ADP, INC.recordkeeperRECORD KEEPER 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees $40,185yes
ADP BROKER-DEALERrecordkeeperRECORD KEEPER 60 Sub-transfer agency fees; 59 Shareholder servicing fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20260707050217NAL0016001379001, received 2026-07-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$53,270,419$60,326,28113.2%
Participants with a balance444425-4.3%
Administrative expenses$24,651$40,18563.0%
Recordkeeping fees per participant$55.52$94.5570.3%
Employer contributions$1,447,560$1,433,650-1.0%

Prior filing 20241007064733NAL0008699171001, received 2024-10-07; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: VESTMARK, INC; SEC registrant: VESTMARK INC (CIK 945692, matched by EIN).