Plan Snapshot
- Plan Sponsor: Vallorbs Jewel Company
- Sponsor EIN: 232192273
- Sponsor Address: 2710 DIVISION HIGHWAY, NEW HOLLAND, PA, 17557
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $16.7M | $460,223 | $960,450 |
| 2023 | 198 | $14.6M | $423,125 | $904,014 |
| 2022 | 193 | $11.5M | $367,676 | $818,204 |
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 |
|---|---|---|---|---|
| CONRAD SIEGEL INVESTMENT ADVISORS | NONE | $29,998 | — | $29,998 |
| CONRAD SIEGEL | NONE | $19,103 | — | $19,103 |
| WALZ GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CONRAD SIEGEL INVESTMENT ADVISORS — NONE
- WALZ GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,101
- Estimated Expense Ratio: 0.294% 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 | $54,059 | $29,998 | — | — | — |
| 2023 | $49,159 | $27,150 | — | — | — |
| 2022 | $47,451 | — | — | — | $47,451 |