# Vallorbs Jewel Company 401(k) Plan
Source: https://planprovider.pro/companies/vallorbs-jewel-company-401k-plan-001

> Vallorbs Jewel Company's 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/conrad-siegel-investment-advisors) — NONE

- [WALZ GROUP](https://planprovider.pro/provider/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|

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