Plan Snapshot
- Plan Sponsor: Product Value Management, INC.
- Sponsor EIN: 832675318
- Sponsor Address: 101 SW ADAMS ST SUITE 230, PEORIA, IL, 61602
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 40 | $5.4M | $173,492 | $223,483 |
| 2022 | 55 | $5.3M | $0 | $0 |
| 2021 | 45 | $3.2M | $0 | $0 |
| 2020 | 23 | $1.9M | $0 | $0 |
| 2019 | 11 | $339,508 | $0 | $0 |