Plan Snapshot
- Plan Sponsor: Michael Van Valkenburgh Associates, INC.
- Sponsor EIN: 043103807
- Sponsor Address: 231 CONCORD AVE, CAMBRIDGE, MA, 02138
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 98 | $23.4M | $326,712 | $1.0M |
| 2023 | 100 | $19.2M | $330,871 | $942,004 |
| 2022 | 102 | $15.2M | $277,738 | $822,199 |
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 |
|---|---|---|---|---|
| OPPENHEIMER & CO INC | Investment Advisor | $49,585 | — | $49,585 |
| TRANSAMERICA FINANCIAL LIFE INS | Other Service Provider | $28,313 | — | $28,313 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $24,336 | — | $24,336 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,234
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 | $1,076,725 | $54,543 | $24,336 | — | — |
| 2024 | $101,821 | $35,857 | $29,469 | — | — |
| 2023 | $16,185 | $263 | — | — | — |
| 2022 | $756 | — | — | — | — |