Plan Snapshot
- Plan Sponsor: Valtronic Technologies (Usa) INC.
- Sponsor EIN: 341512705
- Sponsor Address: 29200 FOUNTAIN PARKWAY, SOLON, OH, 441394347
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 105 | $4.2M | $196,945 | $480,882 |
| 2023 | 108 | $4.2M | $190,958 | $401,954 |
| 2022 | 104 | $3.4M | $167,099 | $315,336 |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | 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 | $22,114 | — | $22,114 | — | — |
| 2023 | $20,781 | — | $20,781 | — | — |
| 2022 | $20,137 | — | $20,137 | — | — |