Plan Snapshot
- Plan Sponsor: El Valor Corporation
- Sponsor EIN: 237294683
- Sponsor Address: 1850 W 21ST ST, CHICAGO, IL, 60608
- Plan Type: 403(b)
- Total Participants: 327
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 327 | $1.6M | $29,398 | $329,497 |
| 2023 | 289 | $1.2M | $23,648 | $287,288 |
| 2022 | 264 | $882,449 | $243,254 | $23,908 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,243 | $5,510 | $18,458 | — | — |
| 2023 | $21,175 | $3,981 | $17,194 | — | — |
| 2022 | $17,563 | $3,066 | $14,497 | — | — |