# Valtir, LLC 401(k) Plan
Source: https://planprovider.pro/companies/valtir-llc-401k-plan

> Valtir, LLC's 401(k) plan: 638 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valtir, LLC

- **Sponsor EIN:** 421642965

- **Sponsor Address:** 15601 DALLAS PARKWAY, ADDISON, TX, 75001

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

- **Total Participants:** 638

- **Total Assets:** $68.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|638|$68.2M|$2.4M|$3.2M|

| 2023|606|$63.6M|$1.9M|$2.9M|

| 2022|615|$55.4M|$673,056|$1.0M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$90,600|$111|$90,711|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$22,388|—|$22,388|

| HOLMAN FRENIA ALLISON, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOLMAN FRENIA ALLISON, P.C.](https://planprovider.pro/provider/holman-frenia-allison-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,099

- **Estimated Expense Ratio:** 0.166% 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|$117,628|$27,162|$85,966|—|—|

| 2023|$100,365|$34,029|$62,186|—|—|

| 2022|$6,600|—|—|—|—|

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