Plan Snapshot
- Plan Sponsor: V-T Industries, INC.
- Sponsor EIN: 420771969
- Sponsor Address: 1000 INDUSTRIAL PARK, HOLSTEIN, IA, 510257730
- Plan Type: 401(k)
- Total Participants: 1,739
- Total Assets: $110.6M
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 | 1,739 | $110.6M | $2.4M | $6.5M |
| 2023 | 1,527 | $99.1M | $2.2M | $5.9M |
| 2022 | 1,157 | $61.5M | $1.4M | $3.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $93,431 | — | $93,431 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,125 | — | $21,125 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $114,556
- Estimated Expense Ratio: 0.104% of plan assets
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 | $114,556 | $21,125 | — | — | — |
| 2023 | $107,651 | $18,174 | $300 | — | — |
| 2022 | $307,306 | $240,387 | $66,919 | — | — |