Plan Snapshot
- Plan Sponsor: Pleasant Valley Corporation
- Sponsor EIN: 270901655
- Sponsor Address: 1093 MEDINA ROAD, SUITE 100, MEDINA, OH, 44256
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 210
- Total Assets: $8.6M
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. |
|---|---|---|---|---|
| 2024 | 210 | $8.6M | $997,467 | $692,866 |
| 2023 | 212 | $7.4M | $903,918 | $626,287 |
| 2022 | 175 | $5.3M | $859,691 | $506,073 |
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 |
|---|---|---|---|---|
| WELLTH ADVISORY SERVICES LLC | Investment Advisor | $21,283 | — | $21,283 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $18,915 | — | $18,915 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $9,066 | — | $9,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,264
- Estimated Expense Ratio: 0.571% of plan assets
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 | $50,921 | $32,216 | — | — | — |
| 2023 | $38,099 | $24,750 | $13,349 | — | — |
| 2022 | $29,665 | $16,472 | $13,193 | — | — |