# Valsource, INC. 401(k) Plan
Source: https://planprovider.pro/companies/valsource-inc-plan-002

> Valsource, INC.'s 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 232855010

- **Sponsor Address:** 918 HORSESHOE PIKE, DOWNINGTOWN, PA, 19355

- **Plan Type:** 401(k)

- **Total Participants:** 267

- **Total Assets:** $43.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|267|$43.5M|$43,825|$2.5M|

| 2023|210|$37.7M|$46,147|$2.3M|

| 2022|197|$30.6M|$39,459|$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|

| COMMONWEALTH EQUITY SERVICES LLC|INVESTMENT ADVISOR|$73,211|—|$73,211|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$38,909|—|$38,909|

| PENTEGRA SERVICES INC|CONTRACT ADMIN|$24,786|—|$24,786|

| JULIAN SUR, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JULIAN SUR, CPA](https://planprovider.pro/provider/julian-sur-cpa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $136,906

- **Estimated Expense Ratio:** 0.315% 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|$129,871|—|$24,786|—|—|

| 2023|$87,040|—|$8,632|—|—|

| 2022|$112,706|$55,761|—|—|—|

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