# V3 Companies, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/v3-companies-ltd-401k-plan-002-2440

> V3 Companies, Ltd.'s 401(k) plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** V3 Companies, Ltd.

- **Sponsor EIN:** 363252440

- **Sponsor Address:** 7325 JANES AVENUE, WOODRIDGE, IL, 605172350

- **Plan Type:** 401(k)

- **Total Participants:** 351

- **Total Assets:** $76.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|351|$76.3M|$1.9M|$3.5M|

| 2023|334|$64.6M|$1.9M|$3.3M|

| 2022|315|$56.4M|$1.4M|$2.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MIDWEST CAPITAL ADVISORS LLC|INVESTMENT ADVISOR|$58,100|—|$58,100|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$50,204|—|$50,204|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MIDWEST CAPITAL ADVISORS LLC](https://planprovider.pro/provider/midwest-capital-advisors-llc) — INVESTMENT ADVISOR

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $108,304

- **Estimated Expense Ratio:** 0.142% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$108,304|$58,100|—|—|—|

| 2023|$122,851|$50,419|—|—|—|

| 2022|$132,204|$32,244|$99,960|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/v3-companies-ltd-401k-plan-002-2440)

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