# Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South 401(k) Plan
Source: https://planprovider.pro/companies/valve-actuation-services-llc-d-b-a-chalmers-kubeck-south-401k-plan

> Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South's 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|—|—|

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