Plan Snapshot
- Plan Sponsor: Julia Valler INC.
- Sponsor EIN: 464121324
- Sponsor Address: 1009 HILLCREST DR. SW, VIENNA, VA, 22180
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,775
- Total Assets: $83,818
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 1,775 | $83,818 | $0 | $0 |
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 8 | $324,683 | $111,622 | $0 |
| 2022 | 3 | $200,538 | $100,000 | $0 |
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 |
|---|---|---|---|---|
| BAS PARTNERS LLC | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $1,356 | $116 | — | — | — |
| 2024 | $343,881 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |