# Valco Cincinnati, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valco-cincinnati-inc-401k-plan

> Valco Cincinnati, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valco Cincinnati, INC.

- **Sponsor EIN:** 316029703

- **Sponsor Address:** 411 CIRCLE FREEWAY DRIVE, CINCINNATI, OH, 452461213

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

- **Total Participants:** 243

- **Total Assets:** $34.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|243|$34.9M|$1.3M|$1.9M|

| 2023|237|$31.1M|$950,299|$1.7M|

| 2022|237|$25.3M|$882,085|$1.5M|

## 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|NONE|$36,266|—|$36,266|

| PNC BANK NATIONAL ASSOCIATION|NONE|$35,400|—|$35,400|

| PNC BANK|NONE|$11,208|—|$11,208|

| CLARK SCHAEFER HACKETT|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,874

- **Estimated Expense Ratio:** 0.238% 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|$82,874|$35,400|—|—|—|

| 2023|$36,761|$12,851|—|—|—|

| 2022|$44,818|$25,994|$18,824|—|—|

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