# Valkyrie Enterprises, LLC 401(k) Plan
Source: https://planprovider.pro/companies/valkyrie-enterprises-inc-401k-plan

> Valkyrie Enterprises, LLC's 401(k) plan: 724 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valkyrie Enterprises, LLC

- **Sponsor EIN:** 061818880

- **Sponsor Address:** 2877 GUARDIAN LANE, STE 300, VIRGINIA BEACH, VA, 23452

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

- **Total Participants:** 724

- **Total Assets:** $87.4M

## 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|724|$87.4M|$4.2M|$6.6M|

| 2023|775|$75.6M|$4.1M|$6.3M|

| 2022|782|$49.4M|$2.0M|$4.2M|

## 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|

| WINDHAM BRANNON LLC|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|$251,498|—|$251,498|—|—|

| 2023|$241,696|—|$241,696|—|—|

| 2022|$210,887|—|$194,891|—|$15,996|

## Similar Plans

- [Tqi Solutions, INC.](https://planprovider.pro/companies/tqi-solutions-inc-401k-plan) — 177 participants

- [Assoc Of The United States Army INC](https://planprovider.pro/companies/assoc-of-the-united-states-army-inc-401k-plan) — 87 participants

- [Officenest Corporation](https://planprovider.pro/companies/officenest-corporation-401k-plan) — 0 participants

- [Valkyrie Enterprises, INC.](https://planprovider.pro/companies/valkyrie-enterprises-inc-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valkyrie-enterprises-inc-401k-plan)

© 2026 PlanProvider.Pro