Plan Ledger DOL Form 5500 · updated monthly

Valdez International Corporation401(k)

VALDEZ INTERNATIONAL CORPORATION RETIREMENT SAVINGS PLAN · COLORADO SPRINGS, CO · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Valdez International Corporation reported $2,202 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,033 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 1 year on file its reported administrative ratio fell from 0.024% to 0.020%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Colorado (732nd of 1,461), and 7,528th of 11,654 in professional & technical services. In 2023, employees put in $3.79 for every $1.00 the employer contributed; active participation has grown from 151 to 175 since 2022.

Plan summary
Net assets, end of year$11,531,562
Participants with balances210
Active participants175
Employer contributions$180,823
Employee contributions$685,535
Employer contribution per active participant$1,033
Average account balance$54,912
Benefits paid to participants$1,693,289
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $110K emplr
2023$11.5M · 210 accts · $181K emplr
2022$10.3M · 211 accts · $222K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,202
Total administrative$2,202
The Valdez International Corporation 401(k) match · 2023
Employer contribution per active participant$1,033
Median for plans this size$2,440
2023$1,033 per active participant
2022$1,471 per active participant

Valdez International Corporation's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$2,202
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024Not separately reported
2023$2,202 · 0.02%
2022$2,828 · 0.02%
Similar plansProfessional & Technical Services · Colorado
Paytech, Inc. CO$12.3M · 0.52%
Ascend Analytics, LLC CO$12.0M · 0.24%
Automox, Inc. CO$11.8M · 0.29%
Starrez, Inc. CO$11.7M · 0.24%
Swanson Rink, Inc. CO$11.5M · 0.32%
Cpp, Inc. CO$11.4M · 0.55%
Backbone Group LLC CO$11.2M · 0.20%
Prosci, Inc. CO$11.2M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841469159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.