V3 Companies 401(k) match, vesting and fees
What V3 Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| V3 Companies: employer contribution per participant | $4,793 | |
| Peer median | $2,719 |
| V3 Companies: average balance | $198,903 | |
| Peer median | $85,424 |
| V3 Companies: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $65M at the end of plan year 2021 to $92.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 486 | $92.9M | $2.2M | $4,793 | 0.14% | Not published | Form 5500 ↗ |
| 2024 | 423 | $76.3M | $1.9M | $4,503 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 439 | $64.6M | $1.9M | $4,225 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 410 | $56.4M | $1.4M | $3,552 | 0.22% | Not published | Form 5500 ↗ |
| 2021 | 351 | $65M | $1.3M | $3,822 | 0.29% | Not published | Form 5500 ↗ |
Other V3 Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
V3 Companies, Ltd. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does V3 Companies match 401(k) contributions?
The match terms for the V3 Companies, Ltd. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.2M in employer contributions, about $4,793 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the V3 Companies 401(k) match vested?
The vesting schedule for the V3 Companies, Ltd. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the V3 Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is V3 Companies, Ltd..
I left V3 Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (V3 Companies, Ltd., (630) 724-9200) or the recordkeeper, Empower Annuity Insurance Company O. The V3 Companies old 401(k) page lists the contacts from every plan filing. Find an old V3 Companies 401(k)
Data from the public Form 5500 annual reports V3 Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with V3 Companies. Not financial advice. Report a correction · Methodology