Plan Ledger DOL Form 5500 · updated monthly

Precision Valve & Automation, Inc.401(k)

PRECISION VALVE & AUTOMATION, INC. 401(K) RETIREMENT PLAN · HALFMOON, NY · plan year 2025

Reported admin expense ratio · 2025
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Precision Valve & Automation, Inc. reported $5,560 in plan administrative expenses for 2025: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,876 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,845th-largest of 5,648 plans among New York employers on file, and the 4,204th of 13,661 in manufacturing. In 2025, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 204 to 183 since 2022.

Plan summary
Net assets, end of year$32,869,268
Participants with balances222
Active participants183
Employer contributions$526,290
Employee contributions$1,159,539
Employer contribution per active participant$2,876
Average account balance$148,060
Benefits paid to participants$2,206,489
Plan auditUnmodified (clean) audit opinion
AuditorMENGEL, METZGER, BARR & CO., LLP
Plan history4
Yearassets · accounts · employer contribution
2025$32.9M · 222 accts · $526K emplr
2024$28.0M · 233 accts · $544K emplr
2023$22.2M · 243 accts · $549K emplr
2022$17.2M · 239 accts · $498K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,560
Total administrative$5,560
The Precision Valve & Automation, Inc. 401(k) match · 2025
Employer contribution per active participant$2,876
Median for plans this size$2,666
2025$2,876 per active participant
2024$2,718 per active participant
2023$2,234 per active participant
2022$2,443 per active participant

Precision Valve & Automation, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$5,560

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

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Administrative cost history4
2025$5,560 · 0.02%
2024$6,468 · 0.03%
2023$5,414 · 0.03%
2022$5,661 · 0.03%
Same employer
Similar plansManufacturing · New York
R.S.M. Electron Power, Inc NY$32.8M · 0.28%
Mercury Aircraft Inc. NY$32.1M · 0.16%
Safran Trusted 4D, Inc. NY$32.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141758317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.