# Valley Cartage Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valley-cartage-company-inc-plan-001

> Valley Cartage Company, INC.'s 401(k) plan: 53 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Cartage Company, INC.

- **Sponsor EIN:** 391358351

- **Sponsor Address:** 721 1ST STREET, HUDSON, WI, 54016

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

- **Total Participants:** 53

- **Total Assets:** $4.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|53|$4.8M|$184,475|$389,714|

| 2023|58|$3.6M|$139,011|$293,299|

| 2022|51|$3.0M|$195,559|$417,615|

## 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|

| CLIFTONLARONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$13,106|$10,233|$2,873|—|—|

| 2023|$10,710|—|$10,710|—|—|

| 2022|$3,900|—|$3,900|—|—|

## Similar Plans

- [Edgerton Trucking INC](https://planprovider.pro/companies/edgerton-trucking-inc-401k-plan) — 58 participants

- [Rm1 Corp.](https://planprovider.pro/companies/rm1-corp-401k-plan) — 18 participants

- [Llb Investments, LLC Dba Korth Transfer](https://planprovider.pro/companies/llb-investments-llc-dba-korth-transfer-401k-plan) — 99 participants

- [Bolle Lime INC.](https://planprovider.pro/companies/bolle-lime-inc-401k-plan) — 1 participants

- [Quality Truck Care Center, INC.](https://planprovider.pro/companies/quality-truck-care-center-inc-401k-plan) — 125 participants

- [Aim Transfer & Storage, INC.](https://planprovider.pro/companies/aim-transfer-storage-inc-401k-plan) — 131 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valley-cartage-company-inc-plan-001)

© 2026 PlanProvider.Pro