# Precision Valve & Automation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/precision-valve-automation-inc-401k-plan

> Precision Valve & Automation, INC.'s 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Precision Valve & Automation, INC.

- **Sponsor EIN:** 141758317

- **Sponsor Address:** 6 CORPORATE DR, HALFMOON, NY, 12065

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $28.0M

## 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|200|$28.0M|$543,644|$1.2M|

| 2023|246|$22.2M|$549,453|$1.1M|

| 2022|204|$17.2M|$498,286|$1.0M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$6,468|—|$6,468|

| MENGEL, METZGER, BARR & CO., LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MENGEL, METZGER, BARR & CO., LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,468

- **Estimated Expense Ratio:** 0.023% 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|$6,468|—|$6,468|—|—|

| 2023|$5,414|—|$5,414|—|—|

| 2022|$5,661|—|$5,661|—|—|

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