Plan Snapshot
- Plan Sponsor: Valence Surface Technologies
- Sponsor EIN: 474359966
- Sponsor Address: 1790 HUGHES LANDING BOULEVARD, THE WOODLANDS, TX, 77380
- Plan Type: 401(k)
- Total Participants: 1,062
- Total Assets: $28.3M
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 | 1,062 | $28.3M | $1.1M | $2.2M |
| 2023 | 1,075 | $25.1M | $880,495 | $2.0M |
| 2022 | 997 | $21.0M | $571,338 | $1.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $158,493 | $64,872 | $93,621 | — | — |
| 2023 | $125,613 | $45,048 | $80,565 | — | — |
| 2022 | $124,192 | $54,066 | $70,126 | — | — |