Plan Ledger DOL Form 5500 · updated monthly

Valley Forge & Bolt Mfg. Co.401(k)

VALLEY FORGE & BOLT MFG. 401K RETIREMENT PLAN · PHOENIX, AZ · plan year 2025

Reported admin expense ratio · 2025
0.11%

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

Valley Forge & Bolt Mfg. Co. reported $10,667 in plan administrative expenses for 2025: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,748 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 1 year on file its reported administrative ratio fell from 0.12% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is the 580th-largest of 1,285 plans among Arizona employers on file, and 8,709th of 13,661 in manufacturing. In 2025, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,149,452
Participants with balances106
Active participants95
Employer contributions$261,024
Employee contributions$652,971
Employer contribution per active participant$2,748
Average account balance$95,750
Benefits paid to participants$1,011,083
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2025$10.1M · 106 accts · $261K emplr
2024$9.2M · 112 accts · $463K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$10,667
Total administrative$10,667
The Valley Forge & Bolt Mfg. Co. 401(k) match · 2025
Employer contribution per active participant$2,748
Median for plans this size$1,464
2025$2,748 per active participant
2024$4,626 per active participant

Valley Forge & Bolt Mfg. Co.'s 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$10,667

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

Administrative cost history2
2025$10,667 · 0.11%
2024$9,507 · 0.12%
Similar plansManufacturing · Arizona
Orthoscan, Inc. AZ$11.3M · 0.34%
Leoni Wiring Systems AZ$11.2M · 0.11%
R&R Products, Inc. AZ$10.5M · 0.50%
Njoy LLC AZ$10.0M · 0.52%
Pure Wafer, Inc AZ$9.2M · 0.08%
Brooklyn Bedding LLC AZ$8.8M · 0.11%
Arizona Grain, Inc. AZ$8.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860316462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.