# Vm Consolidated, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vm-consolidated-inc-401k-plan

> Vm Consolidated, INC.'s 401(k) plan: 1,187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vm Consolidated, INC.

- **Sponsor EIN:** 263302690

- **Sponsor Address:** 1150 N ALMA SCHOOL RD, MESA, AZ, 85201

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

- **Total Participants:** 1,187

- **Total Assets:** $96.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|1,187|$96.0M|$5.1M|$9.4M|

| 2023|1,137|$78.4M|$3.7M|$7.6M|

| 2022|729|$53.3M|$2.5M|$5.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$123,084|—|$123,084|

| ONE DIGITAL TOPCO LLC DBA RESOURCES|INVESTMENT ADVISOR|$103,888|—|$103,888|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$96,812|—|$96,812|

| METZ & ASSOCIATES PLLC|AUDITOR|$10,000|—|$10,000|

| METZ CPA, PLLC|Auditor|$10,000|—|$10,000|

### Verified Provider Profiles

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

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $343,784

- **Estimated Expense Ratio:** 0.358% 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|$333,784|$200,700|—|$10,000|—|

| 2023|$296,268|$184,906|—|$29,490|—|

| 2022|$230,001|$166,106|$63,895|—|—|

## Similar Plans

- [Early Warning Services, LLC](https://planprovider.pro/companies/early-warning-services-llc-401k-plan) — 1,377 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vm-consolidated-inc-401k-plan)

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