Plan Ledger DOL Form 5500 · updated monthly

Valley Steel Stamp Inc401(k)

VALLEY STEEL STAMP INC 401(K) PROFIT SHARING PLAN & TRUST · GREENFIELD, MA · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Valley Steel Stamp Inc reported $52,793 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $3,012 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 rose from 0.55% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,887th of 2,726), and 8,719th of 13,661 in manufacturing. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,135,785
Participants with balances224
Active participants212
Employer contributions$638,448
Employee contributions$995,156
Employer contribution per active participant$3,012
Average account balance$45,249
Benefits paid to participants$1,099,687
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.1M · 224 accts · $638K emplr
2023$7.4M · 164 accts · $567K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,704
Investment management$16,229
Trustee / custodial$860
Total administrative$52,793
The Valley Steel Stamp Inc 401(k) match · 2024
Employer contribution per active participant$3,012
Median for plans this size$1,313
2024$3,012 per active participant
2023$2,545 per active participant

Valley Steel Stamp Inc's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PAYCHEX, INC. · Contract administrator · Recordkeeping$19,832
ROCKEFELLER FINANCIAL · Investment advisory (participants)$26,506
ERISA FIDUCIARY SERVICES, INC. · Contract administrator$5,855

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

Recordkeeper by year2
2024Paychex
2023Morgan Stanley, Paychex

This plan has changed recordkeepers within these filings. If you left Valley Steel Stamp Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$52,793 · 0.60%
2023$33,594 · 0.55%
Same employer
Similar plansManufacturing · Massachusetts
Lyn Lad Group, LTD MA$10.6M · 0.33%
Crrc Ma Corporation MA$10.6M · 0.03%
Slade Gorton & Co., Inc. MA$10.3M · 0.25%
Epec, LLC MA$10.3M · 0.01%
Flagship Press, Inc. MA$9.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042487824 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.