# Vbm Acquisition, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vbm-acquisition-llc-401k-plan

> Vbm Acquisition, LLC's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vbm Acquisition, LLC

- **Sponsor EIN:** 261466826

- **Sponsor Address:** 31205 IH-10 WEST, BOERNE, TX, 78006

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

- **Total Participants:** 188

- **Total Assets:** $5.2M

## 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:** Yes

## Plan Financials by Year

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

| 2024|188|$5.2M|$15,068|$710,008|

| 2023|179|$4.4M|$0|$636,563|

| 2022|187|$3.5M|$0|$678,810|

## 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|

| SENTRY LIFE INSURANCE COMPANY|RECORDKEEPER|$6,473|—|$6,473|

| HENDERSON HUTCHERSON & MCCULLOUGH|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $6,473

- **Estimated Expense Ratio:** 0.124% 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|$7,241|$768|$6,473|—|—|

| 2023|$7,583|$740|$6,843|—|—|

| 2022|$6,089|$535|$5,554|—|—|

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