Plan Snapshot
- Plan Sponsor: Valent U. S. A. LLC
- Sponsor EIN: 943061141
- Sponsor Address: 4600 NORRIS CANYON ROAD, SAN RAMON, CA, 94583
- Plan Type: 401(k)
- Total Participants: 818
- Total Assets: $271.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 818 | $271.5M | $7.4M | $9.6M |
| 2023 | 942 | $249.8M | $7.8M | $9.2M |
| 2022 | 885 | $211.7M | $6.9M | $8.3M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — 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 | $75,257 | $10,488 | — | — | — |
| 2023 | $79,301 | $8,379 | — | — | — |
| 2022 | $74,137 | — | — | — | — |