Plan Snapshot
- Plan Sponsor: Valluzzo Companies, LLC
- Sponsor EIN: 383821140
- Sponsor Address: 8710 JEFFERSON HIGHWAY, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 1,123
- Total Assets: $23.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,123 | $23.3M | $802,779 | $1.0M |
| 2023 | 988 | $19.9M | $852,563 | $1.1M |
| 2022 | 721 | $17.4M | $782,554 | $980,567 |
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 |
|---|---|---|---|---|
| EISNERAMPER | Auditor | — | — | $0 |
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 | $167,162 | — | $167,162 | — | — |
| 2023 | $146,489 | — | $146,489 | — | — |
| 2022 | $134,072 | — | $134,072 | — | — |