Plan Snapshot
- Plan Sponsor: Valley Rubber, LLC
- Sponsor EIN: 631149510
- Sponsor Address: 3899 HIGHWAY 31 NORTH, FALKVILLE, AL, 35622
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $4.9M
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 | 147 | $4.9M | $297,351 | $427,442 |
| 2023 | 132 | $4.3M | $266,704 | $379,010 |
| 2022 | 186 | $4.7M | $297,623 | $411,118 |
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 |
|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP I | 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 | $10,060 | — | — | — | — |
| 2023 | $23,856 | — | — | — | — |
| 2022 | $55,978 | $28,745 | $27,233 | — | — |