# Julia Valler INC. 401(k) Plan
Source: https://planprovider.pro/companies/julia-valler-inc-464121324-001

> Julia Valler INC.'s 401(k) plan: 1,775 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|—|

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