# Valley Cabinet, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valley-cabinet-inc-401k-plan

> Valley Cabinet, INC.'s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — RECORDKEEPER

- [HAWKINS ASH CPAS](https://planprovider.pro/provider/hawkins-ash-cpas-llp) — 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|

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

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