Plan Snapshot
- Plan Sponsor: Valet Living,LLC
- Sponsor EIN: 204186236
- Sponsor Address: 10150 HIGHLAND MANOR DR, TAMPA, FL, 33610
- Plan Type: 401(k)
- Total Participants: 6,121
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 6,121 | $32.5M | $2.3M | $4.0M |
| 2023 | 5,528 | $26.3M | $598 | $3.4M |
| 2022 | 5,256 | $23.1M | $2.0M | $3.2M |
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 |
|---|---|---|---|---|
| KELLY PARTNERS (FRS) ATTEST SERVICE | 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 | $135,499 | $1,818 | $30,779 | — | — |
| 2023 | $115,971 | $108 | $34,191 | — | — |
| 2022 | $138,115 | — | $138,115 | — | — |