# Value Line INC 401(k) Plan
Source: https://planprovider.pro/companies/value-line-inc-133139843-001

> Value Line INC's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Value Line INC

- **Sponsor EIN:** 133139843

- **Sponsor Address:** 551 5TH AVENUE 3RD FLOOR, NEW YORK, NY, 10176

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

- **Plan Number:** 001

- **Total Participants:** 112

- **Total Assets:** $22.6M

## 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|112|$22.6M|$461,598|$107,964|

| 2023|112|$21.7M|$416,007|$49,898|

| 2022|130|$23.4M|$381,267|$77,582|

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE|Recordkeeper|$44,517|—|$44,517|

| ALLIANT INSURANCE SERVICES INC|Investment Advisor|$25,000|—|$25,000|

| HOROWITZ & ULLMANN PC|Auditor|$24,666|—|$24,666|

| VALUE LINE INC DBA VALUE LINE PUBLI|Other Service Provider|$9,646|—|$9,646|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,829

- **Estimated Expense Ratio:** 0.460% 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|$92,778|$25,000|$41,257|$19,875|—|

| 2023|$84,833|$25,000|$25,273|$31,560|—|

| 2022|$93,108|$43,747|$4,430|—|$44,931|

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