Plan Snapshot
- Plan Sponsor: Valcourt Building Services, LLC
- Sponsor EIN: 541850090
- Sponsor Address: 1951 KIDWELL DRIVE, VIENNA, VA, 221823918
- Plan Type: 401(k)
- Total Participants: 1,841
- Total Assets: $32.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,841 | $32.3M | $1.9M | $3.6M |
| 2023 | 1,736 | $24.7M | $1.5M | $3.0M |
| 2022 | 1,194 | $12.8M | $560,829 | $1.6M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | 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 | $144,212 | $61,623 | $82,589 | — | — |
| 2023 | $92,828 | $19,736 | $70,739 | $2,353 | — |
| 2022 | $110,630 | $34,213 | $61,498 | — | $14,919 |