# Vallencourt Construction Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vallencourt-construction-company-inc-401k-plan

> Vallencourt Construction Company, INC.'s 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE CO|RECORDKEEPER|$29,955|—|$29,955|

| MERRILL LYNCH, PIERCE, FENNER|INVESTMENT ADVISOR|$22,071|—|$22,071|

| RETIREMENT SOLUTIONS SPECIALISTS|CONTRACT ADMIN|$3,600|$2,108|$5,708|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,734

- **Estimated Expense Ratio:** 1.083% 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|$56,211|$22,071|$3,600|—|—|

| 2023|$25,935|$21,708|$2,734|—|—|

| 2022|$35,913|$17,026|$18,887|—|—|

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