Plan Snapshot
- Plan Sponsor: Valley Steel Stamp INC
- Sponsor EIN: 042487824
- Sponsor Address: 15 GREENFIELD ST, GREENFIELD, MA, 013011378
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 212
- Total Assets: $10.1M
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 | 212 | $10.1M | $638,448 | $995,156 |
| 2023 | 223 | $7.4M | $567,425 | $850,975 |
| 2022 | 205 | $4.8M | $280,928 | $467,448 |
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 |
|---|---|---|---|---|
| ROCKEFELLER FINANCIAL | Investment Advisor | $26,506 | — | $26,506 |
| PAYCHEX, INC. | Recordkeeper | $19,832 | — | $19,832 |
| ERISA FIDUCIARY SERVICES, INC. | Recordkeeper | $5,855 | — | $5,855 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,193
- Estimated Expense Ratio: 0.515% 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 | $52,793 | $16,229 | $35,704 | — | — |
| 2023 | $33,594 | $16,736 | $15,998 | — | — |
| 2022 | $993,267 | — | — | — | — |