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

> Value Line INC's 401(k) plan: 112 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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)

- **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.|

| 2025|112|$22.6M|$0|$0|

| 2024|112|$21.7M|$0|$0|

| 2023|130|$23.4M|$0|$0|

## 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|

| HOROWITZ & ULLMANN, P.C.|Auditor|$19,875|—|$19,875|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,875

- **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|

| 2025|$92,778|$25,000|$41,257|$19,875|—|

| 2024|$84,833|$25,000|$25,273|$31,560|—|

| 2023|$93,108|$43,747|$4,430|—|$44,931|

## Similar Plans

- [Fair Health, INC.](https://planprovider.pro/companies/fair-health-inc-401k-plan) — 111 participants

- [M. Shanken Communications, INC.](https://planprovider.pro/companies/m-shanken-communications-inc-plan-001) — 117 participants

- [The Economist Newspaper Group Incorporated](https://planprovider.pro/companies/the-economist-newspaper-group-incorporated-401k-plan) — 131 participants

- [Manifest LLC](https://planprovider.pro/companies/manifest-llc-401k-plan) — 88 participants

- [Earl G. Graves, Ltd.](https://planprovider.pro/companies/earl-g-graves-ltd-401k-plan) — 41 participants

- [Time Usa, LLC](https://planprovider.pro/companies/time-usa-llc-401k-plan) — 184 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/value-line-inc-401k-plan)

© 2026 PlanProvider.Pro