# Valbruna Stainless, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valbruna-stainless-inc-401k-plan

> Valbruna Stainless, INC.'s 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/baden-gage-and-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|—|—|

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