Plan Snapshot
- Plan Sponsor: Sloan Valve Company
- Sponsor EIN: 361787480
- Sponsor Address: 10500 SEYMOUR AVENUE, FRANKLIN PARK, IL, 60131
- Plan Type: 401(k)
- Total Participants: 868
- Total Assets: $99.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 868 | $99.8M | $2.8M | $6.1M |
| 2023 | 807 | $85.1M | $2.7M | $5.8M |
| 2022 | 850 | $71.4M | $2.6M | $5.6M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | -$10,182 | — | — | — | — |
| 2023 | $64,595 | $62,592 | $300 | — | — |
| 2022 | $113,988 | — | — | — | — |