# Valley Ford Truck, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valley-ford-truck-inc-401k-plan

> Valley Ford Truck, INC.'s 401(k) plan: 490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Ford Truck, INC.

- **Sponsor EIN:** 205428132

- **Sponsor Address:** 5715 CANAL ROAD, VALLEY VIEW, OH, 44125

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

- **Total Participants:** 490

- **Total Assets:** $15.2M

## 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|490|$15.2M|$777,370|$2.0M|

| 2023|452|$11.9M|$717,500|$1.7M|

| 2022|346|$8.0M|$365,825|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$33,560|—|$33,560|

| CLIFTON LARSON ALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN](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:** $33,560

- **Estimated Expense Ratio:** 0.220% 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|$34,093|$533|—|—|—|

| 2023|$30,504|$64|—|$12,548|—|

| 2022|$89,858|—|$89,858|—|—|

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