# Valuation Research Corporation 401(k) Plan
Source: https://planprovider.pro/companies/valuation-research-corporation-401k-plan

> Valuation Research Corporation's 401(k) plan: 262 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Valuation Research Corporation

- **Sponsor EIN:** 391214928

- **Sponsor Address:** 330 EAST KILBOURN AVENUE, MILWAUKEE, WI, 53202

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

- **Total Participants:** 262

- **Total Assets:** $82.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|262|$82.0M|$2.0M|$4.4M|

| 2023|259|$66.7M|$1.8M|$3.9M|

| 2022|233|$54.3M|$1.5M|$3.3M|

## 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|

| ONEAMERICA RETIREMENT SERVICES LLC|NONE|$52,161|—|$52,161|

| ONEAMERICA INVESTMENT ADVISORY SERV|NONE|$19,608|—|$19,608|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $71,769

- **Estimated Expense Ratio:** 0.088% 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|$71,769|$19,608|—|—|—|

| 2023|$59,403|$8,450|—|—|—|

| 2022|$62,208|—|—|—|$62,208|

## Similar Plans

- [A.B. Data, Ltd.](https://planprovider.pro/companies/a-b-data-ltd-401k-plan) — 267 participants

- [Fcdg Management LLC](https://planprovider.pro/companies/fcdg-management-llc-401k-plan) — 226 participants

- [Shared Medical Services, INC.](https://planprovider.pro/companies/shared-medical-services-inc-plan-002) — 325 participants

- [Titus Talent Strategies, LLC](https://planprovider.pro/companies/titus-talent-strategies-llc-plan-001) — 132 participants

- [Acieta LLC](https://planprovider.pro/companies/acieta-llc-401k-plan) — 103 participants

- [Carex Consulting Group INC.](https://planprovider.pro/companies/carex-consulting-group-inc-plan) — 67 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/valuation-research-corporation-401k-plan)

© 2026 PlanProvider.Pro