Retirement plan

VIMCO CORPORATION 401K PLAN

Name: VIMCO CORPORATION - VIMCO CORPORATION 401K PLAN (2025) Form 5500
Creator: VIMCO CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIMCO CORPORATION 401K PLAN, VIMCO CORPORATION

VIMCO CORPORATIONEIN 83-3619181Plan #001PY 2025

1 MONARCH PLACE, SUITE 1300 - SPRINGFIELD, MA 01144413-734-8602vimcoinc.comLinkedIn51-200 employeesbuilding materials

Prospect flagsHigh fees

Top hat statement on fileNQDC

Filed December 21, 2023

Plan administrator

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One Monarch Place, Suite 1300

Springfield, MA 01144

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Plans declared (1)

VIMCO Corporation Long-Term Incentive Compensation Plan4 emp

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Total assets (EOY)

$4.7M

+61.9% from 2024

Total participants

+18.8% from 2024

Average account balance

$247,496

+36.3% from 2024

Annual return

61.01%

+26.94 pp from 2024

Benchmarks

See 1,151 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,151 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.70M

Not enough data

1 years with asset history on file

Average account balance

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

$247K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$542K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+61.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27079

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

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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 codes2F2G2J2T3D

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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

$515K

$30265 / participant

Other / not subdivided$515K100.0%

% of EOY assets

10.941%

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

$247,496

$165,584+49.5%

$142,942+73.1%

$137,256+80.3%

Participation rate

100.0%

80.1%+19.9pp

76.8%+23.2pp

80.0%+20.0pp

Annual return

61.01%

164.22%-103.2pp

113.70%-52.7pp

220.34%-159.3pp

Employer contribution / active EE

$13,159

$4,725+178.5%

$4,139+217.9%

$4,156+216.6%

Participant deferral / active EE

$18,733

$8,194+128.6%

$7,128+162.8%

$6,407+192.4%

Admin fee / account holder

$27,079

$16,167+67.5%

$12,475+117.1%

$12,270+120.7%

VIMCO CORPORATION 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIMCO CORPORATION 401K PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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