Plan Ledger DOL Form 5500 · updated monthly

Valley Cash & Carry401(k)

VALLEY CASH & CARRY 401(K) P/S PLAN · WOODINVILLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Valley Cash & Carry reported $26,667 in plan administrative expenses for 2022: 0.53% of average plan assets, above the peer median. Employer contributions averaged $5,201 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 retail trade employers. By assets it is among the smaller plans on file in Washington (1,349th of 1,714), and 3,771st of 5,215 in retail trade. In 2022, employees put in $1.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,983,148
Participants with balances146
Active participants93
Employer contributions$483,658
Employee contributions$513,817
Employer contribution per active participant$5,201
Average account balance$34,131
Benefits paid to participants$261,285
Plan auditUnmodified (clean) audit opinion
AuditorREKDAL HOPKINS HOWARD, PS
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$5.0M · 146 accts · $484K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$26,667
Total administrative$26,667
The Valley Cash & Carry 401(k) match · 2022
Employer contribution per active participant$5,201
Median for plans this size$1,114

Valley Cash & Carry's 2022 employer contribution ran above the $1,114 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 history2
2023Not separately reported
2022$26,667 · 0.53%
Similar plansRetail Trade · Washington
Ziegler Lumber Company WA$6.4M · 0.01%
New Nwf LLC WA$4.9M · 0.15%
Hardware Sales, Inc. WA$4.8M · 0.81%
Juvo Plus Inc. WA$4.5M · 1.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910894830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.