Plan Snapshot
- Plan Sponsor: Vallencourt Construction Company, INC.
- Sponsor EIN: 592469052
- Sponsor Address: 449 CENTER STREET, GREEN COVE SPRINGS, FL, 32043
- Plan Type: 401(k)
- Total Participants: 394
- Total Assets: $5.3M
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 | 394 | $5.3M | $137,778 | $581,297 |
| 2023 | 365 | $4.3M | $106,017 | $437,254 |
| 2022 | 387 | $3.7M | $88,560 | $369,722 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $56,211 | $22,071 | $3,600 | — | — |
| 2023 | $25,935 | $21,708 | $2,734 | — | — |
| 2022 | $35,913 | $17,026 | $18,887 | — | — |