Plan Snapshot
- Plan Sponsor: Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South
- Sponsor EIN: 233067343
- Sponsor Address: 1050 INDUSTRIAL BLVD., WATKINSVILLE, GA, 30677
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $10.8M
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 | 169 | $10.8M | $260,828 | $706,754 |
| 2023 | 161 | $9.3M | $214,020 | $562,862 |
| 2022 | 136 | $7.8M | $153,677 | $522,564 |
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 |
|---|---|---|---|---|
| SEYMOUR & PERRY, LLC | 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 | $71,933 | $71,933 | — | — | — |
| 2023 | $60,573 | $60,573 | — | — | — |
| 2022 | $59,642 | — | $59,642 | — | — |