Plan Snapshot
- Plan Sponsor: Valbruna Stainless, INC.
- Sponsor EIN: 061379799
- Sponsor Address: 2400 TAYLOR STREET WEST, FORT WAYNE, IN, 46802
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $18.7M
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 | 135 | $18.7M | $393,838 | $803,825 |
| 2023 | 134 | $16.7M | $353,759 | $753,346 |
| 2022 | 129 | $13.8M | $347,931 | $691,878 |
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 |
|---|---|---|---|---|
| SIGMA FINANCIAL CORP | NONE | $9,084 | — | $9,084 |
| ASCENSUS LLC | NONE | $6,241 | — | $6,241 |
| BADEN GAGE & SCHROEDER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BADEN GAGE & SCHROEDER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,325
- Estimated Expense Ratio: 0.082% 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 | $20,296 | $11,750 | $8,546 | — | — |
| 2023 | $4,137 | $1,213 | $2,924 | — | — |
| 2022 | $3,975 | $952 | $3,023 | — | — |