Plan Ledger DOL Form 5500 · updated monthly

Valiant Management, LLC401(k)

AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN · SIMPSONVILLE, KY · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

Valiant Management, LLC reported $5,561 in plan administrative expenses for 2022: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Kentucky (648th of 871), and 1,665th of 2,677 in transportation & warehousing. In 2022, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,859,109
Participants with balances89
Active participants342
Employer contributions$187,070
Employee contributions$340,017
Employer contribution per active participant$547
Average account balance$54,597
Benefits paid to participants$381,401
Plan auditUnmodified (clean) audit opinion
AuditorMCM CPAS & ADVISORS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,561
Total administrative$5,561
The Valiant Management, LLC 401(k) match · 2022
Employer contribution per active participant$547
Median for plans this size$1,114

Valiant Management, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Pentegra, Transamerica
2023Pentegra, Transamerica

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Administrative cost history1
2022$5,561 · 0.10%
All plans at this employer2
AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN401(k)
AUTOMOTIVE TRANSPORT UNION PLAN401(k)
Same employer
Similar plansTransportation & Warehousing · Kentucky
Bray Trucking, Inc. KY$4.8M · 0.66%
Road & Rail Services LLC KY$4.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204853723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.