# Valley Residential Services 401(k) Plan
Source: https://planprovider.pro/companies/valley-residential-services-401k-plan

> Valley Residential Services's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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