Plan Snapshot
- Plan Sponsor: Valley Forge Flag Company LLC
- Sponsor EIN: 131564896
- Sponsor Address: PO BOX 5979, WYOMISSING, PA, 196105979
- Plan Type: 401(k)
- Total Participants: 314
- Total Assets: $4.0M
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 | 314 | $4.0M | $30,485 | $199,922 |
| 2023 | 342 | $4.5M | $42,767 | $228,543 |
| 2022 | 380 | $4.3M | $23,876 | $167,700 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 | $1,472,043 | — | $4,450 | — | — |
| 2023 | $806,654 | — | $4,589 | — | — |
| 2022 | $4,813 | — | — | — | — |