What are the fees in the R.L. Vallee, Inc. 401(k) plan?

For plan year 2022, R.L. Vallee, Inc. reported $10,181 in plan administrative expenses, or 0.29% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the R.L. Vallee, Inc. 401(k)?

The average participant account balance was $44,921 for plan year 2022, based on 64 accounts.

R.L. Vallee, Inc.401(k)

Name: R.L. Vallee, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

R. L. VALLEE, INC. PROFIT SHARING/401(K) PLAN · ST ALBANS, VT · plan year 2022

Reported admin expense ratio · 2022

0.29%

R.L. Vallee, Inc. reported $10,181 in plan administrative expenses for 2022: 0.29% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Vermont (200th of 230), and 4,383rd of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,874,912
Participants with balances64
Active participants509
Employer contributions—
Employee contributions$161,038
Employer contribution per active participant—
Average account balance$44,921
Benefits paid to participants$473,482
Plan auditUnmodified (clean) audit opinion
AuditorKITTELL BRANAGAN & SARGENT

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$1,515

Investment management$8,666

Total administrative$10,181

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$10,181 · 0.29%

Same employer

R.L. Vallee, Inc.'s health & benefits plan: carriers, premiums & broker pay

Similar plansRetail Trade · Vermont
Handy Group, Inc. VT$5.8M · 0.01%
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Formula Ford, Inc. VT$4.2M · 0.87%
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Source: U.S. Department of Labor, Form 5500 series, EIN 030212007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.