# Vgp Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/vgp-holdings-llc-401k-plan

> Vgp Holdings LLC's 401(k) plan: 1,357 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vgp Holdings LLC

- **Sponsor EIN:** 882683316

- **Sponsor Address:** 100 VALVOLINE WAY, LEXINGTON, KY, 40509

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

- **Total Participants:** 1,357

- **Total Assets:** $281.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,357|$281.6M|$10.4M|$11.1M|

| 2023|1,301|$247.4M|$10.2M|$10.9M|

## 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|

| AON INVESTMENTS USA INC.|INVESTMENT ADVISOR|$178,938|—|$178,938|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$114,856|—|$114,856|

| BLUE & CO, 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 & CO, 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:** $293,794

- **Estimated Expense Ratio:** 0.104% 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|$312,610|$7,630|$1,200|—|—|

| 2023|$165,802|$87,500|$300|—|—|

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