# Valeo Financial Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/valeo-financial-advisors-llc-401k-plan

> Valeo Financial Advisors, LLC's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valeo Financial Advisors, LLC

- **Sponsor EIN:** 030519130

- **Sponsor Address:** 10 W. CARMEL DR, CARMEL, IN, 46032

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

- **Total Participants:** 183

- **Total Assets:** $28.4M

## 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|183|$28.4M|$788,868|$2.2M|

| 2023|151|$22.2M|$769,683|$2.2M|

| 2022|159|$15.8M|$619,607|$1.9M|

## 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|

| L. M. HENDERSON & COMPANY LLP|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|-$4,519|—|—|—|—|

| 2023|-$4,712|—|—|—|—|

| 2022|$1,478|—|—|—|—|

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