Plan Snapshot
- Plan Sponsor: Valenti Trobec Chandler, INC.
- Sponsor EIN: 382330200
- Sponsor Address: 1175 W. LONG LAKE RD. STE 200, TROY, MI, 480984443
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $29.1M
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 | 139 | $29.1M | $427,998 | $1.1M |
| 2023 | 127 | $27.5M | $424,703 | $1.1M |
| 2022 | 127 | $23.7M | $410,851 | $1.1M |
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 |
|---|---|---|---|---|
| IANNUZZI MANETTA & COMPANY PC | 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 | $67,796 | $40,289 | — | — | — |
| 2023 | $62,553 | $37,094 | — | — | — |
| 2022 | $66,278 | — | — | — | — |