Plan Snapshot
- Plan Sponsor: Valley Express LLC
- Sponsor EIN: 391907049
- Sponsor Address: 6003 STATE ROAD 76, OSHKOSH, WI, 54904
- Plan Type: 401(k)
- Total Participants: 261
- Total Assets: $11.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 261 | $11.4M | $433,582 | $796,240 |
| 2023 | 255 | $10.4M | $445,552 | $787,974 |
| 2022 | 277 | $8.8M | $463,867 | $868,076 |
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 |
|---|---|---|---|---|
| FIRST BUSINESS TRUST & INVESTMENTS | Other Service Provider | $49,461 | — | $49,461 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,461
- Estimated Expense Ratio: 0.433% 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 | $49,461 | — | — | — | — |
| 2023 | $47,149 | — | — | — | — |
| 2022 | $43,459 | — | — | — | — |