# Valley Distributors, INC. D/B/A Valley Beverage 401(k) Plan
Source: https://planprovider.pro/companies/valley-distributors-inc-d-b-a-valley-beverage-401k-plan

> Valley Distributors, INC. D/B/A Valley Beverage's 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Distributors, INC. D/B/A Valley Beverage

- **Sponsor EIN:** 010324344

- **Sponsor Address:** P.O. BOX 2007, LEWISTON, ME, 04241

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

- **Total Participants:** 131

- **Total Assets:** $15.9M

## 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|131|$15.9M|$284,845|$484,982|

| 2023|133|$14.3M|$280,252|$469,053|

| 2022|120|$12.0M|$271,861|$475,779|

## 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|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-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|$63,427|$37,629|—|—|—|

| 2023|$58,063|$45,392|—|—|—|

| 2022|$58,125|$43,327|$14,798|—|—|

## Similar Plans

- [Central Distributors, INC.](https://planprovider.pro/companies/central-distributors-inc-401k-plan-002-2570) — 142 participants

- [National Distributors, INC.](https://planprovider.pro/companies/national-distributors-inc-401k-plan) — 159 participants

- [Nappi Distributors, INC.](https://planprovider.pro/companies/nappi-distributors-inc-401k-plan) — 213 participants

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