# Valicor Environmental Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/valicor-environmental-services-llc-401k-plan

> Valicor Environmental Services, LLC's 401(k) plan: 712 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valicor Environmental Services, LLC

- **Sponsor EIN:** 311047208

- **Sponsor Address:** 1045 REED RD, MONROE, OH, 45050

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

- **Total Participants:** 712

- **Total Assets:** $22.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|712|$22.3M|$1.4M|$2.3M|

| 2023|833|$17.8M|$1.3M|$2.0M|

| 2022|451|$13.5M|$1.1M|$1.6M|

## 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|

| TOWER WATSON INVESTMENT SERVICES IN|INVESTMENT ADVISOR|$57,959|—|$57,959|

| EMPOWER LIFE & ANNUITY INSURANCE|RECORDKEEPER|$47,611|—|$47,611|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$40,208|—|$40,208|

| KATZ SAPPER & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KATZ SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $145,778

- **Estimated Expense Ratio:** 0.653% of plan assets

### 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|$126,966|—|$126,966|—|—|

| 2023|$99,919|—|$99,919|—|—|

| 2022|$91,461|—|$91,461|—|—|

## Similar Plans

- [Infocision, INC.](https://planprovider.pro/companies/infocision-inc-401k-plan) — 712 participants

- [Spitzer Management, INC.](https://planprovider.pro/companies/spitzer-management-inc-401k-plan) — 765 participants

- [Cbts Technology Solutions LLC](https://planprovider.pro/companies/cbts-technology-solutions-llc-401k-plan) — 1,037 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valicor-environmental-services-llc-401k-plan)

© 2026 PlanProvider.Pro