Plan Snapshot
- Plan Sponsor: Valley Cabinet, INC.
- Sponsor EIN: 391028968
- Sponsor Address: 845 PROSPER RD, DE PERE, WI, 54115
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $40.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 178 | $40.8M | $499,070 | $777,004 |
| 2023 | 182 | $37.8M | $481,479 | $804,269 |
| 2022 | 187 | $32.1M | $512,462 | $874,280 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | INVESTMENT ADVISOR | $63,544 | — | $63,544 |
| WIPFLI LLP | RECORDKEEPER | $35,260 | — | $35,260 |
| HAWKINS ASH CPAS | AUDITOR | $9,900 | — | $9,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — INVESTMENT ADVISOR
- WIPFLI LLP — RECORDKEEPER
- HAWKINS ASH CPAS — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,704
- Estimated Expense Ratio: 0.267% 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 | $108,704 | $63,544 | — | $9,900 | — |
| 2023 | $86,177 | $43,539 | — | $8,900 | — |
| 2022 | $96,711 | $58,176 | $30,135 | — | $8,400 |