Plan Snapshot
- Plan Sponsor: Valley Pacific Petroleum Service
- Sponsor EIN: 942241298
- Sponsor Address: 152 FRANK WEST CIRCLE, STOCKTON, CA, 95206
- Plan Type: 401(k)
- Total Participants: 300
- Total Assets: $39.0M
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 | 300 | $39.0M | $1.1M | $2.0M |
| 2023 | 321 | $34.3M | $1.1M | $1.9M |
| 2022 | 312 | $28.3M | $1.0M | $1.8M |
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 |
|---|---|---|---|---|
| STIFEL NICOLAUS | INVESTMENT/FINANCIAL ADVI | $57,007 | — | $57,007 |
| ADP, INC. | RECORD KEEPER | $12,425 | — | $12,425 |
| KEMPER CPA GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- KEMPER CPA GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,432
- Estimated Expense Ratio: 0.178% 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 | $69,433 | $57,007 | — | — | — |
| 2023 | $59,294 | $50,489 | — | — | — |
| 2022 | $56,928 | — | — | — | — |