# Vpm Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vpm-management-inc-401k-plan

> Vpm Management, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vpm Management, INC.

- **Sponsor EIN:** 330765609

- **Sponsor Address:** 2355 MAIN STREET, IRVINE, CA, 92614

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

- **Total Participants:** 243

- **Total Assets:** $16.1M

## 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|243|$16.1M|$0|$1.5M|

| 2023|237|$14.7M|$0|$1.3M|

| 2022|237|$12.4M|$0|$1.2M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$49,144|—|$49,144|

| GALLAGHER FIDUCIARY ADVISORS, LLC|NONE|$36,820|—|$36,820|

| HOLTHOUSE CARLIN & VAN TRIGT LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — NONE

- [HOLTHOUSE CARLIN & VAN TRIGT LLP](https://planprovider.pro/provider/holthouse-carlin-and-van-trigt-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $85,964

- **Estimated Expense Ratio:** 0.534% 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|$50,332|$36,820|$13,512|—|—|

| 2023|$35,497|$24,282|$11,215|—|—|

| 2022|$12,058|—|$12,058|—|—|

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

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