# Valvoline INC. 401(k) Plan
Source: https://planprovider.pro/companies/valvoline-inc-401k-plan

> Valvoline INC.'s 401(k) plan: 12,249 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$377,815|—|$377,815|

| AON HEWITT INVESTMENT CONSULTING,|PLAN ADMINISTRATOR|$224,466|—|$224,466|

| BLUE & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BLUE & COMPANY LLC](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $602,281

- **Estimated Expense Ratio:** 0.189% 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|

| 2024|$602,281|$224,466|—|—|—|

| 2023|$396,888|$4,536|—|—|—|

| 2022|$890,438|$10,689|—|—|—|

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