Plan Ledger DOL Form 5500 · updated monthly

Valence Media, LLC.401(k)

VALENCE MEDIA 401(K) PLAN · BEVERLY HILLS, CA · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Valence Media, LLC. reported $177,819 in plan administrative expenses for 2022: 0.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $12,546 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other retail trade employers. By assets it is the 1,948th-largest of 9,483 plans among California employers on file, and the 721st of 5,215 in retail trade. In 2022, employees put in $3.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,395,633
Participants with balances520
Active participants86
Employer contributions$1,078,974
Employee contributions$3,286,612
Employer contribution per active participant$12,546
Average account balance$85,376
Benefits paid to participants$7,248,920
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
The Valence Media, LLC. 401(k) match · 2022
Employer contribution per active participant$12,546
Median for plans this size$3,449

Valence Media, LLC.'s 2022 employer contribution ran above the $3,449 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$177,819 · 0.35%
Similar plansRetail Trade · California
Hansel Enterprises, Inc. CA$46.9M · 0.12%
Chevron Stations Inc. CA$46.6M · 0.05%
Bristol Farms, Inc. CA$46.6M · 0.45%
Boot Barn, Inc. CA$46.2M · 0.33%
A-Z Bus Sales, Inc. CA$44.3M · 0.12%
Del Grande Dealer Group CA$43.8M · 0.37%
Pivot Interiors, Inc. CA$42.2M · 0.11%
Hot Topic, Inc. CA$41.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205729893 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.