Plan Ledger DOL Form 5500 · updated monthly

Valicor Environmental Services, LLC401(k)

VALICOR ENVIRONMENTAL SERVICES, LLC 401(K) PLAN · MONROE, OH · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Valicor Environmental Services, LLC reported $126,966 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,027 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,226th-largest of 3,295 plans among Ohio employers on file, and the 5,158th of 11,654 in professional & technical services. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 451 to 712 since 2022.

Plan summary
Net assets, end of year$22,324,376
Participants with balances615
Active participants712
Employer contributions$1,442,939
Employee contributions$2,313,253
Employer contribution per active participant$2,027
Average account balance$36,300
Benefits paid to participants$1,693,956
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.3M · 615 accts · $1.4M emplr
2023$17.8M · 734 accts · $1.3M emplr
2022$13.5M · 592 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,966
Total administrative$126,966
The Valicor Environmental Services, LLC 401(k) match · 2024
Employer contribution per active participant$2,027
Median for plans this size$2,416
2024$2,027 per active participant
2023$1,569 per active participant
2022$2,353 per active participant

Valicor Environmental Services, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TOWER WATSON INVESTMENT SERVICES IN · Investment advisory (plan)$57,959
EMPOWER ADVISORY GROUP, LLC · Investment management$40,208

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

Administrative cost history3
2024$126,966 · 0.63%
2023$99,919 · 0.64%
2022$91,461 · 0.65%
Same employer
Similar plansProfessional & Technical Services · Ohio
Process Plus, LLC OH$23.8M · 0.18%
Steed Hammond Paul, Inc. OH$23.6M · 0.31%
Comresource, Inc. OH$23.1M · 0.19%
Proscan Imaging, LLC OH$22.4M · 0.03%
Bowser-Morner, Inc OH$21.7M · 0.30%
Hills Developers, Inc. OH$21.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311047208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.