# Volex Holdings 401(k) Plan
Source: https://planprovider.pro/companies/volex-holdings-401k-plan

> Volex Holdings's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Volex Holdings

- **Sponsor EIN:** 043134682

- **Sponsor Address:** 1601 ALTON PKWY STE A, IRVINE, CA, 926064843

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

- **Total Participants:** 300

- **Total Assets:** $25.4M

## 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|300|$25.4M|$744,544|$1.9M|

| 2023|318|$22.6M|$675,031|$1.7M|

| 2022|297|$13.0M|$166,562|$836,776|

## 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|

| MMA SECURITIES|ADVISOR|$58,095|—|$58,095|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$35,688|—|$35,688|

| HOLMAN FRENIA ALLISON, P.C.|ACCOUNTANT/AUDITOR|$16,000|—|$16,000|

| MEIHAUS CPA|Auditor|$16,000|—|$16,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,120|—|$9,120|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

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

- [HOLMAN FRENIA ALLISON, P.C.](https://planprovider.pro/provider/holman-frenia-allison-pc) — ACCOUNTANT/AUDITOR

- [MEIHAUS CPA](https://planprovider.pro/provider/meihaus-cpa-pc) — Auditor

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $134,903

- **Estimated Expense Ratio:** 0.531% 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|$118,903|$67,215|—|$16,000|—|

| 2023|$85,405|$54,215|—|—|—|

| 2022|$1,551,873|—|$38,210|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/volex-holdings-401k-plan)

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