# Vpg Transformers Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/vpg-transformers-group-llc-401k-plan

> Vpg Transformers Group LLC's 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vpg Transformers Group LLC

- **Sponsor EIN:** 900997749

- **Sponsor Address:** 7850 COLLIN MCKINNEY PARKWAY, MCKINNEY, TX, 75070

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

- **Total Participants:** 337

- **Total Assets:** $7.3M

## 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|337|$7.3M|$321,233|$929,915|

| 2023|331|$6.3M|$293,708|$786,789|

| 2022|258|$5.3M|$306,601|$826,279|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|INVESTMENT ADV. - PLAN|$27,043|—|$27,043|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|RECORD KEEPER|$22,150|—|$22,150|

| TRANSAMERICA FINANCIAL LIFE|RECORD KEEPER|$9,744|—|$9,744|

### Verified Provider Profiles

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

- [RAYMOND JAMES FINANCIAL SERVICES](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADV. - PLAN

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [TRANSAMERICA FINANCIAL LIFE](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $58,937

- **Estimated Expense Ratio:** 0.812% 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|$63,437|$27,043|—|$4,500|—|

| 2023|$49,255|$16,873|—|—|—|

| 2022|$32,783|—|—|—|—|

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