# Valley Strong Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/valley-strong-credit-union-401k-plan

> Valley Strong Credit Union's 401(k) plan: 574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valley Strong Credit Union

- **Sponsor EIN:** 951652797

- **Sponsor Address:** 11500 BOLTHOUSE DR, BAKERSFIELD, CA, 933118822

- **Plan Type:** 401(k)

- **Total Participants:** 574

- **Total Assets:** $44.7M

## 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|574|$44.7M|$2.3M|$3.2M|

| 2023|589|$41.6M|$2.3M|$3.1M|

| 2022|598|$32.8M|$2.2M|$3.1M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES INC|NONE|$17,328|—|$17,328|

| TURNER, WARREN, HWANG & CONRAD, AC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,328

- **Estimated Expense Ratio:** 0.039% 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|$17,219|$1,812|—|—|—|

| 2023|$22,364|$422|—|—|—|

| 2022|$26,496|—|—|—|—|

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