Plan Ledger DOL Form 5500 · updated monthly

Valbruna Stainless, Inc.401(k)

VALBRUNA STAINLESS, INC. 401(K) PLAN · FORT WAYNE, IN · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Valbruna Stainless, Inc. reported $20,296 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,917 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 rose from 0.03% to 0.11%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 591st-largest of 1,562 plans among Indiana employers on file, and the 2,003rd of 4,246 in wholesale trade. In 2024, employees put in $2.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,745,738
Participants with balances160
Active participants135
Employer contributions$393,838
Employee contributions$803,825
Employer contribution per active participant$2,917
Average account balance$117,161
Benefits paid to participants$1,266,487
Plan auditUnmodified (clean) audit opinion
AuditorBADEN GAGE & SCHROEDER, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 160 accts · $394K emplr
2023$16.7M · 163 accts · $354K emplr
2022$13.8M · 146 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,546
Investment management$11,750
Total administrative$20,296
The Valbruna Stainless, Inc. 401(k) match · 2024
Employer contribution per active participant$2,917
Median for plans this size$2,416
2024$2,917 per active participant
2023$2,640 per active participant
2022$2,697 per active participant

Valbruna Stainless, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SIGMA FINANCIAL CORP · Investment advisory (plan)$9,084
ASCENSUS LLC · Loan processing · Securities brokerage$6,241
UNITED OF OMAHA · Loan processing$2,306

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

Administrative cost history3
2024$20,296 · 0.11%
2023$4,137 · 0.03%
2022$3,975 · 0.03%
Same employer
Similar plansWholesale Trade · Indiana
Bell Industries, Inc. IN$23.3M · 0.48%
Stanz-Troyer Holdings, LLC IN$22.4M · 0.18%
Winkler, Inc. IN$18.0M · 0.06%
Mid-City Supply Co., Inc. IN$17.0M · 0.68%
Trends International, LLC IN$16.7M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061379799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.