Plan Snapshot
- Plan Sponsor: Valley Forge & Bolt Mfg. Co.
- Sponsor EIN: 860316462
- Sponsor Address: 4410 WEST JEFFERSON STREET, PHOENIX, AZ, 850433915
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 109
- Total Assets: $10.1M
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. |
|---|---|---|---|---|
| 2025 | 109 | $10.1M | $0 | $0 |
| 2024 | 100 | $9.2M | $462,594 | $651,627 |
| 2023 | 99 | $7.2M | $445,361 | $626,292 |
| 2022 | 94 | $5.7M | $204,880 | $521,655 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $10,667 | — | $10,667 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,667
- Estimated Expense Ratio: 0.105% 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 |
|---|---|---|---|---|---|
| 2025 | $1,021,750 | — | $10,667 | — | — |
| 2024 | $9,507 | — | $9,507 | — | — |
| 2023 | $687,798 | — | — | — | — |
| 2022 | $331,167 | — | — | — | — |