Plan Snapshot
- Plan Sponsor: Shenandoah Valley Organic, LLC
- Sponsor EIN: 455264169
- Sponsor Address: PO BOX 189, HARRISONBURG, VA, 22803
- Plan Type: 401(k)
- Total Participants: 1,271
- Total Assets: $2.8M
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 | 1,271 | $2.8M | $308,520 | $547,948 |
| 2023 | 724 | $2.1M | $268,403 | $501,181 |
| 2022 | 107 | $1.2M | $306,211 | $574,389 |
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 |
|---|---|---|---|---|
| KEITER | 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 | $19,630 | — | — | — | — |
| 2023 | $13,178 | — | — | — | — |
| 2022 | $8,353 | — | — | — | — |