Plan Snapshot
- Plan Sponsor: Value Added Distributors LLC
- Sponsor EIN: 391814479
- Sponsor Address: PO BOX 586, GREEN LAKE, WI, 54941
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $6.9M
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 | 208 | $6.9M | $194,475 | $443,329 |
| 2023 | 207 | $5.7M | $199,443 | $438,641 |
| 2022 | 191 | $5.3M | $182,614 | $447,348 |
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 |
|---|---|---|---|---|
| RPB CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RPB CPAS — 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 | $34,005 | — | — | — | — |
| 2023 | $31,850 | — | $1,763 | — | — |
| 2022 | $30,853 | — | — | — | — |