Employers › Vigor Industrial › plan 002
Recordkeeping fees per participant · Vigor Industrial LLC Retirement Plan · plan year 2024
$20.80
Higher than 19% of the 5,847 plans $50 to 250M that report it.
= $29,656 / 1,426
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929151403NAL0005105827001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929151403NAL0005105827001, received 2025-09-29
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 2025-09-29.
Administrative expenses excluding investment management, per participant
$83.96
Higher than 44% of the 8,758 plans $50 to 250M that report it.
= $119,733 / 1,426
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929151403NAL0005105827001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929151403NAL0005105827001, received 2025-09-29
Administrative expenses per participant
$83.96
Higher than 29% of the 9,042 plans $50 to 250M that report it.
= $119,733 / 1,426
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929151403NAL0005105827001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929151403NAL0005105827001, received 2025-09-29
Administrative expenses as a share of assets
0.161%
Higher than 58% of the 9,049 plans $50 to 250M that report it.
= $119,733 / $74,407,034
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929151403NAL0005105827001, received 2025-09-29
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929151403NAL0005105827001, received 2025-09-29
Employer contributions per participant
$2,176
Higher than 37% of the 9,105 plans $50 to 250M that report it.
= $3,102,296 / 1,426
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929151403NAL0005105827001, received 2025-09-29
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929151403NAL0005105827001, received 2025-09-29
Employer share of total contributions
37.2%
Higher than 71% of the 9,112 plans $50 to 250M that report it.
= $3,102,296 / $8,348,878
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929151403NAL0005105827001, received 2025-09-29
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929151403NAL0005105827001, received 2025-09-29
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250929151403NAL0005105827001, received 2025-09-29
| Field | Value | Source |
|---|---|---|
| Plan sponsor | VIGOR INDUSTRIAL LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Plan name | VIGOR INDUSTRIAL LLC RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Sponsor EIN / plan number | 93-1300260 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Sponsor location | PORTLAND, OR | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Industry (business code) | 336610, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Filing received | 2025-09-29 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Participants, beginning of year | 1,655 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Active participants | 1,200 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Participants, end of year | 1,560 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Participants with an account balance | 1,426 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Total assets, beginning of year | $65,964,261 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Total assets, end of year | $74,407,034 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Net assets, end of year | $74,407,034 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Total income | $16,412,010 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Net income | $7,694,523 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Employer contributions | $3,102,296 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Participant contributions | $5,238,081 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Other contributions (incl. rollovers) | $8,501 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Total contributions | $8,348,878 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Benefit payments | $8,544,229 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Total expenses (incl. benefit payments) | $8,717,487 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Total administrative expenses | $119,733 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Recordkeeping fees | $29,656 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| IQPA audit fees | $52,707 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Administrative expenses excluding investment management | $119,733 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Held in common/collective trusts | $15,473,062 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Held in mutual funds | $56,060,711 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250929151403NAL0005105827001, received 2025-09-29 |
| Independent auditor | DELOITTE & TOUCHE LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250929151403NAL0005105827001, received 2025-09-29 |
Position = column in the DOL layout for form year 2024. Filing 20250929151403NAL0005105827001, received 2025-09-29.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $52,707 | no |
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $29,656 | yes |
| R. V. KUHNS & ASSOCIATES INC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $27,090 | no |
| SOOFI LAW OFFICE | NONE | 29 Legal; 50 Direct payment from the plan | $10,305 | no |
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 20250929151403NAL0005105827001, received 2025-09-29.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $65,964,261 | $74,407,034 | 12.8% |
| Participants with a balance | 1,425 | 1,426 | 0.1% |
| Administrative expenses | $66,604 | $119,733 | 79.8% |
| Recordkeeping fees per participant | $15.49 | $20.80 | 34.2% |
| Employer contributions | $3,047,419 | $3,102,296 | 1.8% |
Prior filing 20241010124733NAL0020989057001, received 2024-10-10; the plan years are contiguous.