Plan Ledger DOL Form 5500 · updated monthly

Valco Instruments Company, Inc.401(k)

VALCO INSTRUMENTS RESTATED PROFIT SHARING PLAN TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Valco Instruments Company, Inc. reported $117,096 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,547 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 0.33% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,102nd-largest of 5,688 plans among Texas employers on file, and the 3,281st of 13,661 in manufacturing. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,457,862
Participants with balances311
Active participants333
Employer contributions$848,242
Employee contributions$1,570,686
Employer contribution per active participant$2,547
Average account balance$152,598
Benefits paid to participants$1,059,267
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$47.5M · 311 accts · $848K emplr
2023$41.8M · 307 accts · $806K emplr
2022$34.5M · 303 accts · $758K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,330
Investment management$48,466
Total administrative$117,096
The Valco Instruments Company, Inc. 401(k) match · 2024
Employer contribution per active participant$2,547
Median for plans this size$2,416
2024$2,547 per active participant
2023$2,398 per active participant
2022$2,140 per active participant

Valco Instruments Company, 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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,610
LPL FINANCIAL, LLC · Investment advisory (plan)$19,856
QDRO CONSULTANTS CO LLC$300

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$117,096 · 0.26%
2023$114,739 · 0.30%
2022$105,531 · 0.33%
Same employer
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Sachem, Inc. TX$48.0M · 0.13%
Mission Pharmacal Company TX$47.4M · 0.05%
Reddy Ice LLC TX$46.6M · 0.56%
Cfan Company TX$46.5M · 0.18%
Novaria Holdings TX$46.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043836923 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.