Plan Snapshot
- Plan Sponsor: Valley Power Systems, INC.
- Sponsor EIN: 951589118
- Sponsor Address: 1000 LAKES DRIVE, WEST COVINA, CA, 917902914
- Plan Type: 401(k)
- Total Participants: 158
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 158 | $19.2M | $0 | $926,879 |
| 2023 | 164 | $19.1M | $99,659 | $894,973 |
| 2022 | 164 | $18.8M | $0 | $852,935 |
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 |
|---|---|---|---|---|
| WINDES INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES INC. — Auditor
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 | $56,786 | $40,729 | — | — | — |
| 2023 | $53,855 | $40,366 | — | — | — |
| 2022 | $59,669 | $6,016 | — | — | — |