# Valmark, INC. DC Plan
Source: https://planprovider.pro/companies/valmark-inc-plan

> Valmark, INC.'s DC plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valmark, INC.

- **Sponsor EIN:** 911110337

- **Sponsor Address:** P.O. BOX 948, FRIDAY HARBOR, WA, 98250

- **Plan Type:** DC

- **Total Participants:** 103

- **Total Assets:** $10.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|103|$10.3M|$250,347|$310,064|

| 2023|97|$9.1M|$183,123|$318,770|

| 2022|97|$7.1M|$169,525|$276,272|

## 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|

| HAGEN,KURTH,PERMAN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HAGEN,KURTH,PERMAN](https://planprovider.pro/provider/hagen-kurth-perman-and-co-ps) — 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|$21,151|$18,661|$2,490|—|—|

| 2023|$17,084|$14,984|$2,100|—|—|

| 2022|$16,339|$14,224|$2,115|—|—|

## Similar Plans

- [Ziegler Lumber Company](https://planprovider.pro/companies/ziegler-lumber-company-401k-plan) — 154 participants

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