Plan Snapshot
- Plan Sponsor: Valvoline INC.
- Sponsor EIN: 300939371
- Sponsor Address: 100 VALVOLINE WAY, LEXINGTON, KY, 40509
- Plan Type: 401(k)
- Total Participants: 12,249
- Total Assets: $318.8M
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 | 12,249 | $318.8M | $14.6M | $15.0M |
| 2023 | 11,922 | $296.8M | $10.1M | $13.2M |
| 2022 | 11,540 | $259.8M | $21.0M | $20.8M |
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 |
|---|---|---|---|---|
| BLUE & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & COMPANY LLC — Auditor
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 | $602,281 | $224,466 | — | — | — |
| 2023 | $396,888 | $4,536 | — | — | — |
| 2022 | $890,438 | $10,689 | — | — | — |