Plan Snapshot
- Plan Sponsor: Valley View Bancshares, INC.
- Sponsor EIN: 480804902
- Sponsor Address: 7500 W 95TH STREET, OVERLAND PARK, KS, 66212
- Plan Type: 401(k)
- Total Participants: 440
- Total Assets: $70.5M
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 | 440 | $70.5M | $2.5M | $2.4M |
| 2023 | 453 | $64.8M | $2.5M | $2.2M |
| 2022 | 460 | $57.4M | $2.1M | $2.1M |
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 |
|---|---|---|---|---|
| THE WHITLOCK COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WHITLOCK COMPANY, LLP — Auditor
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 | $27,467 | — | — | — | — |
| 2023 | $28,866 | — | — | — | — |
| 2022 | $26,432 | — | — | — | $26,432 |