# Springs Valley Bank & Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/springs-valley-bank-trust-company-401k-plan

> Springs Valley Bank & Trust Company's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Springs Valley Bank & Trust Company

- **Sponsor EIN:** 350749025

- **Sponsor Address:** PO BOX 830, JASPER, IN, 475470830

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $19.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|127|$19.5M|$598,883|$788,417|

| 2023|116|$16.0M|$615,134|$776,930|

| 2022|110|$12.7M|$640,343|$694,558|

## 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|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — 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|$27,180|$3,073|—|—|—|

| 2023|$22,586|$3,074|—|—|—|

| 2022|$161,828|—|$21,732|—|—|

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