Plan Snapshot
- Plan Sponsor: Valant Medical Solutions
- Sponsor EIN: 273668529
- Sponsor Address: 1700 7TH AVE, SEATTLE, WA, 98101
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $6.7M
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 | 124 | $6.7M | $15,283 | $881,460 |
| 2023 | 87 | $5.6M | $8,351 | $784,915 |
| 2022 | 136 | $4.2M | $0 | $636,211 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD P.S. | 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 | $4,738 | — | $4,738 | — | — |
| 2023 | $11,207 | — | $11,207 | — | — |
| 2022 | — | — | — | — | — |