Plan Ledger DOL Form 5500 · updated monthly

Valley Pacific Petroleum Service401(k)

VALLEY PACIFIC PETROLEUM SERVICES INC. 401(K) PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Valley Pacific Petroleum Service reported $69,433 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,704 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 0.189%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,185th-largest of 9,483 plans among California employers on file, and the 1,062nd of 4,246 in wholesale trade. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,015,645
Participants with balances365
Active participants300
Employer contributions$1,111,214
Employee contributions$1,990,953
Employer contribution per active participant$3,704
Average account balance$106,892
Benefits paid to participants$3,187,605
Plan auditUnmodified (clean) audit opinion
AuditorKEMPER CPA GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$39.0M · 365 accts · $1.1M emplr
2023$34.3M · 374 accts · $1.1M emplr
2022$28.3M · 365 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,426
Investment management$57,007
Total administrative$69,433
The Valley Pacific Petroleum Service 401(k) match · 2024
Employer contribution per active participant$3,704
Median for plans this size$2,416
2024$3,704 per active participant
2023$3,380 per active participant
2022$3,327 per active participant

Valley Pacific Petroleum Service's 2024 employer contribution ran above 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 · 20242
STIFEL NICOLAUS · Recordkeeping · Trustee$57,007
ADP, INC. · Loan processing · Recordkeeping$12,425

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

Recordkeeper by year2
2024ADP, STIFEL NICOLAUS
2023ADP, STIFEL NICOLAUS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$69,433 · 0.19%
2023$59,294 · 0.19%
2022$56,928 · 0.19%
Same employer
Similar plansWholesale Trade · California
E & E Co., LTD CA$39.7M · 0.21%
Paramount Export Company CA$39.0M · 0.08%
Young's Holdings, Inc. CA$39.0M · 0.15%
Professional Plastics, Inc. CA$38.9M · 0.19%
Motive Companies, LLC CA$38.3M · 0.45%
Edges Electrical Group LLC CA$37.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942241298 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.