# Vallen Distribution, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vallen-distribution-inc-401k-plan

> Vallen Distribution, INC.'s 401(k) plan: 2,902 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vallen Distribution, INC.

- **Sponsor EIN:** 562281578

- **Sponsor Address:** 2100 THE OAKS PKWY, BELMONT, NC, 28012

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

- **Total Participants:** 2,902

- **Total Assets:** $240.3M

## 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|2,902|$240.3M|$4.2M|$12.1M|

| 2023|2,446|$189.8M|$3.5M|$10.0M|

| 2022|2,409|$166.5M|$1.2M|$5.1M|

## 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|

| WARREN AVERETT|Auditor|$16,000|—|$16,000|

### Verified Provider Profiles

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

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,000

- **Estimated Expense Ratio:** 0.007% 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|$306,354|$108,899|—|$16,000|—|

| 2023|$277,769|$91,446|$16,000|—|—|

| 2022|$103,483|$59,375|—|—|—|

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