Plan Snapshot
- Plan Sponsor: Precision Valve Corporation
- Sponsor EIN: 131725893
- Sponsor Address: 5711 OLD BUNCOMBE RD., GREENVILLE, SC, 29690
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $14.6M
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 | 173 | $14.6M | $127,041 | $533,244 |
| 2023 | 175 | $13.7M | $136,033 | $549,171 |
| 2022 | 195 | $12.0M | $59,563 | $427,798 |
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 |
|---|---|---|---|---|
| CAON & BLETZER,PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAON & BLETZER,PLLC — 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 | $80,584 | $43,835 | — | — | — |
| 2023 | $13,905 | $9,955 | — | — | — |
| 2022 | $15,348 | $5,581 | $9,015 | — | — |