Plan Snapshot
- Plan Sponsor: Pleasant Valley Trailers
- Sponsor EIN: 300389878
- Sponsor Address: PO BOX 395, SUGARCREEK, OH, 44681
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $6.4M
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 | 139 | $6.4M | $152,783 | $386,238 |
| 2023 | 168 | $6.7M | $410,515 | $551,501 |
| 2022 | 181 | $5.3M | $407,761 | $581,092 |
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 |
|---|---|---|---|---|
| MOORE & NEIDENTHAL | 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 |
|---|---|---|---|---|---|
| 2024 | $46,226 | — | $46,226 | — | — |
| 2023 | $39,338 | — | $39,338 | — | — |
| 2022 | $37,419 | — | — | — | $37,419 |