Plan Ledger DOL Form 5500 · updated monthly

Shenandoah Valley Organic, LLC401(k)

SHENANDOAH VALLEY ORGANIC, LLC EMPLOYEE SAVINGS PLAN · HARRISONBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.80%

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

Shenandoah Valley Organic, LLC reported $19,630 in plan administrative expenses for 2024: 0.80% of average plan assets, above the peer median. Employer contributions averaged $243 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 2 years on file its reported administrative ratio fell from 0.95% to 0.80%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Virginia (2,016th of 2,266), and 758th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 107 to 1,271 since 2022.

Plan summary
Net assets, end of year$2,783,287
Participants with balances155
Active participants1,271
Employer contributions$308,520
Employee contributions$547,948
Employer contribution per active participant$243
Average account balance$17,957
Benefits paid to participants$529,429
Plan auditUnmodified (clean) audit opinion
AuditorKEITER
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 155 accts · $309K emplr
2023$2.1M · 137 accts · $268K emplr
2022$1.2M · 142 accts · $306K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,349
Trustee / custodial$15,281
Total administrative$19,630
The Shenandoah Valley Organic, LLC 401(k) match · 2024
Employer contribution per active participant$243
Median for plans this size$1,313
2024$243 per active participant
2023$371 per active participant
2022$2,862 per active participant

Shenandoah Valley Organic, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$4,349
PINNACLE BANK · Trustee$15,281

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$19,630 · 0.80%
2023$13,178 · 0.80%
2022$8,353 · 0.95%
Same employer
Similar plansAgriculture, Forestry & Fishing · Virginia
Soli Organic, Inc. VA$5.9M · 0.61%
Harrell's Nursery, Inc. FL$2.8M · 1.50%
Tamarack Mill, LLC ID$2.8M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 455264169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.