Plan Ledger DOL Form 5500 · updated monthly

Valon Technologies, Inc.Stock bonus plan

VALON TECHNOLOGIES, INC. RETIREMENT TRUST · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Valon Technologies, Inc. reported $15,022 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $1,966 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,760th of 5,648), and 8,326th of 11,654 in professional & technical services. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,000,718
Participants with balances280
Active participants430
Employer contributions$845,371
Employee contributions$1,950,867
Employer contribution per active participant$1,966
Average account balance$32,145
Benefits paid to participants$516,169
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,022
Total administrative$15,022
Employer contributions to the Valon Technologies, Inc. plan · 2024
Employer contribution per active participant$1,966
Median for plans this size$1,313

Valon Technologies, Inc.'s 2024 employer contribution ran above the $1,313 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
DECIMAL, INC. DBA UBIQUITY$15,022

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

Administrative cost history1
2024$15,022 · 0.23%
Same employer
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Qral Group LLC NY$9.0M · 0.01%
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Bright Power, Inc. NY$8.9M · 0.01%
Air Industries Group NY$8.9M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842070751 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.