Employers › Vonage Holdings
Recordkeeping fees per participant · Vonage 401(k) Retirement Plan · plan year 2024
$9.34
Higher than 8% of the 1,697 plans $250M to 1B that report it.
= $17,625 / 1,887
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015132813NAL0002364115001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132813NAL0002364115001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-10-15.
Administrative expenses excluding investment management, per participant
$36.66
Higher than 20% of the 2,324 plans $250M to 1B that report it.
= $69,175 / 1,887
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015132813NAL0002364115001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132813NAL0002364115001, received 2025-10-15
Administrative expenses per participant
$101.60
Higher than 60% of the 2,405 plans $250M to 1B that report it.
= $191,721 / 1,887
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015132813NAL0002364115001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132813NAL0002364115001, received 2025-10-15
Administrative expenses as a share of assets
0.066%
Higher than 46% of the 2,407 plans $250M to 1B that report it.
= $191,721 / $289,306,635
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015132813NAL0002364115001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015132813NAL0002364115001, received 2025-10-15
Employer contributions per participant
$2,524
Higher than 38% of the 2,457 plans $250M to 1B that report it.
= $4,763,697 / 1,887
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015132813NAL0002364115001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132813NAL0002364115001, received 2025-10-15
Employer share of total contributions
19.1%
Higher than 14% of the 2,459 plans $250M to 1B that report it.
= $4,763,697 / $24,883,336
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015132813NAL0002364115001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015132813NAL0002364115001, received 2025-10-15
Plan terms are described in Vonage Holdings Corp's SEC filings: Form 10-K filed 2022-02-24. No term could be quoted from them with the required precision.
2T default investment (QDIA) · 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 · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015132813NAL0002364115001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | VONAGE HOLDINGS CORP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Plan name | VONAGE 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Sponsor EIN / plan number | 11-3547680 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Sponsor location | HOLMDEL, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Industry (business code) | 517000, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Participants, beginning of year | 1,856 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Active participants | 1,218 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Participants, end of year | 1,942 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Participants with an account balance | 1,887 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Total assets, beginning of year | $241,116,180 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Total assets, end of year | $289,306,635 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Net assets, end of year | $289,306,635 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Total income | $69,837,199 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Net income | $48,190,455 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Employer contributions | $4,763,697 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Participant contributions | $16,929,807 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $3,189,832 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Total contributions | $24,883,336 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Benefit payments | $21,454,245 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $21,646,744 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Total administrative expenses | $191,721 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Recordkeeping fees | $17,625 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| IQPA audit fees | $7,800 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Investment advisory and management fees | $122,546 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Administrative expenses excluding investment management | $69,175 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Held in common/collective trusts | $4,606,454 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Held in mutual funds | $278,649,536 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015132813NAL0002364115001, received 2025-10-15 |
| Independent auditor | WITHUM SMITH/BROWN PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015132813NAL0002364115001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015132813NAL0002364115001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CAPITAL MANAGEMENT GROUP | CONSULTANT/INVESTMENT ADV | 16 Consulting (general); 27 Investment advisory (plan) | $81,250 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $62,686 | no |
| HIGHTOWER ADVISORS LLC | OTHER SERVICES | 99 Other fees | $43,750 | no |
| WITHUM | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $30,160 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $-238,035 | yes |
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 20251015132813NAL0002364115001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $241,116,180 | $289,306,635 | 20.0% |
| Participants with a balance | 1,812 | 1,887 | 4.1% |
| Administrative expenses | $144,034 | $191,721 | 33.1% |
| Recordkeeping fees per participant | not reported | $9.34 | |
| Employer contributions | $4,785,558 | $4,763,697 | -0.5% |
Prior filing 20241010141916NAL0011588787001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: VONAGE HOLDINGS CORP; SEC registrant: VONAGE HOLDINGS CORP (CIK 1272830, matched by EIN).