Retirement plan

EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC.

Name: EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC. - EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC. (2025) Form 5500
Creator: EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC., EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC.

EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC.EIN 43-1819633Plan #001PY 2025

8506 HERRINGTON CT - PEVELY, MO 63070314-721-2888

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.1M

+4.0% from 2024

Total participants

-17.5% from 2024

Average account balance

$71,755

+19.9% from 2024

Annual return

12.43%

-1.56 pp from 2024

Benchmarks

See 2,194 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,194 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$72K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

102.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$438K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11264

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2F2G2S2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$957K

$11536 / participant

Other / not subdivided$957K100.0%

% of EOY assets

15.698%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,755

$104,098-31.1%

$140,514-48.9%

$94,015-23.7%

Participation rate

89.2%

73.7%+15.4pp

77.8%+11.4pp

70.8%+18.3pp

Annual return

12.43%

15.14%-2.7pp

14.36%-1.9pp

17.84%-5.4pp

Employer contribution / active EE

$1,270

$2,388-46.8%

$3,378-62.4%

$2,790-54.5%

Participant deferral / active EE

$4,011

$4,033-0.5%

$4,919-18.4%

$4,249-5.6%

Admin fee / account holder

$11,264

$10,439+7.9%

$13,697-17.8%

$8,951+25.8%

EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF VANCE HOLDINGS INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion