Plan Ledger DOL Form 5500 · updated monthly

Valence Electron, Inc.401(k)

VALENCE ELECTRON 401(K) PLAN · COVINA, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

Valence Electron, Inc. reported $9,652 in plan administrative expenses for 2024: 0.54% of average plan assets, above 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 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,141st of 9,483), and 1,866th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$2,373,165
Participants with balances165
Active participants106
Employer contributions—
Employee contributions$1,052,955
Employer contribution per active participant—
Average account balance$14,383
Benefits paid to participants$128,063
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,245
Investment management$8,407
Total administrative$9,652
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
THE VANGUARD GROUP, INC. · Recordkeeping$1,245
NFP RETIREMENT · Investment advisory (plan)$8,407

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

Administrative cost history1
2024$9,652 · 0.54%
Same employer
Similar plansAdministrative & Support Services · California
Red Cow, Inc. CA$2.5M · 0.06%
Moreno & Associates, Inc. CA$2.4M · 1.60%
Vertisystem Inc. CA$2.4M · 0.74%
Blueboard, Inc. CA$2.4M · 0.11%
Kineticom, Inc. CA$2.2M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934777642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.