Plan Snapshot
- Plan Sponsor: Valley Residential Services
- Sponsor EIN: 911163446
- Sponsor Address: 240 BUSH STREET, WALLA WALLA, WA, 99362
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $2.4M
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 | 156 | $2.4M | $124,462 | $225,543 |
| 2023 | 152 | $1.9M | $106,715 | $203,082 |
| 2022 | 150 | $1.6M | $119,802 | $164,362 |
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 |
|---|---|---|---|---|
| PRESNELL GAGE | 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 | $14,276 | $13,511 | $765 | — | — |
| 2023 | $12,231 | $10,926 | $1,305 | — | — |
| 2022 | $11,830 | $10,705 | $1,125 | — | — |