# Valley Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valley-management-inc-401k-plan

> Valley Management, INC.'s 401(k) plan: 320 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Management, INC.

- **Sponsor EIN:** 391259167

- **Sponsor Address:** 18 JEWELERS PARK DR, NEENAH, WI, 549565902

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

- **Total Participants:** 320

- **Total Assets:** $8.2M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|320|$8.2M|$85,608|$404,703|

| 2023|293|$8.3M|$88,344|$443,343|

| 2022|289|$7.1M|$82,304|$400,729|

## 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|CONTRACT ADMINISTRATOR|$38,794|—|$38,794|

| PRINCIPAL SECURITIES INC|INVESTMENT ADVISORY|$1,596|$19,879|$21,475|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,269

- **Estimated Expense Ratio:** 0.731% 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|$40,390|$1,596|$38,794|—|—|

| 2023|$38,278|—|$38,278|—|—|

| 2022|$14,654|—|$14,654|—|—|

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