# Vali Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/vali-incorporated-401k-plan

> Vali Incorporated's 401(k) plan: 291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vali Incorporated

- **Sponsor EIN:** 822400416

- **Sponsor Address:** 6767 OLD MADISON PIKE, HUNTSVILLE, AL, 35806

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

- **Total Participants:** 291

- **Total Assets:** $15.6M

## 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|291|$15.6M|$367,320|$1.1M|

| 2023|203|$13.3M|$405,252|$878,977|

| 2022|147|$10.7M|$482,699|$704,981|

## 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|

| HILL FOGG, P.C|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|$10,862|—|$10,862|—|—|

| 2023|$7,358|—|$7,358|—|—|

| 2022|$21,976|—|$21,976|—|—|

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