Plan Snapshot
- Plan Sponsor: Value Drug Company
- Sponsor EIN: 231179140
- Sponsor Address: 195 THEATER DRIVE, DUNCANSVILLE, PA, 16635
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $45.2M
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 | 218 | $45.2M | $753,526 | $1.5M |
| 2023 | 223 | $40.7M | $954,377 | $1.4M |
| 2022 | 220 | $35.6M | $766,007 | $1.3M |
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 |
|---|---|---|---|---|
| YOUNG, OAKES, BROWN & CO., PC | 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 | $104,028 | — | — | — | — |
| 2023 | $117,211 | — | — | — | — |
| 2022 | $78,334 | — | — | — | — |