# Valence Surface Technologies 401(k) Plan
Source: https://planprovider.pro/companies/valence-surface-technologies-401k-plan

> Valence Surface Technologies's 401(k) plan: 1,062 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE VANGUARD GROUP, INC.|NONE|$93,621|—|$93,621|

| GLOBAL RETIREMENT PARTNERS|NONE|$64,872|—|$64,872|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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:** $158,493

- **Estimated Expense Ratio:** 0.561% 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|$158,493|$64,872|$93,621|—|—|

| 2023|$125,613|$45,048|$80,565|—|—|

| 2022|$124,192|$54,066|$70,126|—|—|

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