# Valdes Engineering Company 401(k) Plan
Source: https://planprovider.pro/companies/valdes-engineering-company-401k-plan

> Valdes Engineering Company's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valdes Engineering Company

- **Sponsor EIN:** 363841246

- **Sponsor Address:** 100 WEST 22ND STREET, LOMBARD, IL, 60148

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

- **Total Participants:** 152

- **Total Assets:** $29.3M

## 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|152|$29.3M|$387,772|$1.4M|

| 2023|161|$25.2M|$337,721|$1.4M|

| 2022|140|$20.3M|$174,063|$1.3M|

## 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|

| CREATIVE PLANNING.|NONE|$46,915|—|$46,915|

| ASCENSUS LLC|NONE|$27,655|—|$27,655|

| STAMBAUGH NESS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STAMBAUGH NESS, INC.](https://planprovider.pro/provider/stambaugh-ness-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,570

- **Estimated Expense Ratio:** 0.255% 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|$74,570|$46,915|$27,655|—|—|

| 2023|$63,341|$37,040|$26,301|—|—|

| 2022|$64,095|$37,861|$26,234|—|—|

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