# Valley Pacific Petroleum Service 401(k) Plan
Source: https://planprovider.pro/companies/valley-pacific-petroleum-service-401k-plan

> Valley Pacific Petroleum Service's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [KEMPER CPA GROUP](https://planprovider.pro/provider/kemper-cpa-group-llp) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valley-pacific-petroleum-service-401k-plan)

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