# Shenandoah Valley Organic, LLC 401(k) Plan
Source: https://planprovider.pro/companies/shenandoah-valley-organic-llc-401k-plan

> Shenandoah Valley Organic, LLC&#39;s 401(k) plan: 1,271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [Vpgc, LLC](https://planprovider.pro/companies/vpgc-llc-401k-plan) — 315 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shenandoah-valley-organic-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
