Plan Snapshot
- Plan Sponsor: Performance Validation, INC.
- Sponsor EIN: 352113599
- Sponsor Address: 6325 DIGITAL WAY STE 100, INDIANAPOLIS, IN, 46278
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $11.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 143 | $11.7M | $350,562 | $1.2M |
| 2023 | 131 | $9.1M | $342,281 | $1.0M |
| 2022 | 129 | $7.4M | $295,239 | $937,925 |
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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — 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 | $51,500 | — | $51,500 | — | — |
| 2023 | $44,565 | — | $44,565 | — | — |
| 2022 | $39,857 | — | $39,857 | — | — |