# Value Management Strategies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/value-management-strategies-inc-401k-plan

> Value Management Strategies, INC.'s 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Value Management Strategies, INC.

- **Sponsor EIN:** 330437168

- **Sponsor Address:** 5309 MCPHERSON BLVD STE 105 PMB#263, FORT WORTH, TX, 76123

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

- **Total Participants:** 31

- **Total Assets:** $10.0M

## 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|31|$10.0M|$328,191|$330,732|

| 2023|29|$8.5M|$110,646|$292,308|

| 2022|28|$7.6M|$435,377|$370,106|

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