Plan Snapshot
- Plan Sponsor: Buffalo Valley, INC.
- Sponsor EIN: 581374964
- Sponsor Address: 415 PARK AVENUE SOUTH, HOHENWALD, TN, 384620879
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 155
- Total Assets: $7.6M
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 | 155 | $7.6M | $533,611 | $144,540 |
| 2023 | 152 | $6.8M | $465,409 | $119,227 |
| 2022 | 143 | $5.7M | $439,528 | $90,912 |
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 |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | Recordkeeper | $59,157 | — | $59,157 |
| RPA FINANCIAL LLC | Other Service Provider | $7,433 | — | $7,433 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,590
- Estimated Expense Ratio: 0.878% 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 | $65,265 | $788 | $64,477 | — | — |
| 2023 | $79,164 | $4,855 | $52,337 | — | — |
| 2022 | $24,567 | -$1,291 | $25,858 | — | — |