Plan Ledger DOL Form 5500 · updated monthly

Valentino & Company, Inc.401(k)

VALENTINO & COMPANY, INC. 401(K) PLAN · JACKSONVILLE, FL · plan year 2022

Reported admin expense ratio · 2022
0.22%

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

Valentino & Company, Inc. reported $920 in plan administrative expenses for 2022: 0.22% of average plan assets, lower than ~75% of peers. Employer contributions averaged $156 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Florida (3,511th of 3,644), and 1,950th of 2,240 in accommodation & food services. In 2022, employees put in $1.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$418,467
Participants with balances33
Active participants172
Employer contributions$26,800
Employee contributions$45,677
Employer contribution per active participant$156
Average account balance$12,681
Benefits paid to participants$40,011
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$920
Total administrative$920
The Valentino & Company, Inc. 401(k) match · 2022
Employer contribution per active participant$156
Median for plans this size$331

Valentino & Company, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$920 · 0.22%
Similar plansAccommodation & Food Services · Florida
Metro Services, LLC FL$601K · 0.52%
Mr. Hospitality Group LLC FL$535K · 3.14%
Fisheries, Inc. FL$478K · 0.24%
Cinema Holdings, LLC FL$338K · 5.48%
Bcc Rolling Oaks, LLC FL$331K · 1.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 593754704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.