Plan Snapshot
- Plan Sponsor: Vetter Development Services Usa, INC.
- Sponsor EIN: 270895940
- Sponsor Address: 8025 LAMON AVENUE, SKOKIE, IL, 60077
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 181
- Total Assets: $38.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 181 | $38.6M | $0 | $0 |
| 2024 | 130 | $31.1M | $1.9M | $808,003 |
| 2023 | 122 | $26.3M | $1.9M | $750,314 |
| 2022 | 105 | $20.9M | $1.8M | $744,924 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | — | $52,464 | $52,464 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $21,791 | — | $21,791 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $11,455 | — | $11,455 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,710
- Estimated Expense Ratio: 0.222% 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 |
|---|---|---|---|---|---|
| 2025 | $2,251,418 | $21,791 | — | — | — |
| 2024 | $1,763 | — | — | — | — |
| 2023 | $1,306 | — | — | — | — |
| 2022 | $1,019 | — | — | — | — |