Plan Ledger DOL Form 5500 · updated monthly

Valtech Solutions, LLC401(k)

VALTECH 401(K) SAVINGS PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Valtech Solutions, LLC reported $114,045 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $5,829 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 2 years on file its reported administrative ratio rose from 0.34% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,475th-largest of 5,688 plans among Texas employers on file, and the 3,966th of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,887,708
Participants with balances349
Active participants266
Employer contributions$1,550,488
Employee contributions$3,407,747
Employer contribution per active participant$5,829
Average account balance$91,369
Benefits paid to participants$6,138,498
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 349 accts · $1.6M emplr
2023$26.1M · 313 accts · $1.4M emplr
2022$18.8M · 308 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,551
Investment management$60,494
Total administrative$114,045
The Valtech Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$5,829
Median for plans this size$2,416
2024$5,829 per active participant
2023$5,677 per active participant
2022$3,933 per active participant

Valtech Solutions, LLC's 2024 employer contribution ran above the $2,416 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
MMA SECURITIES · Investment advisory (plan)$55,471
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,556
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,023

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

Administrative cost history3
2024$114,045 · 0.39%
2023$83,693 · 0.37%
2022$59,938 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Texas
O9 Solutions, Inc. TX$32.5M · 0.03%
Knight Energy Services, LLC TX$32.0M · 0.35%
First Rate, Inc. TX$31.9M · 0.01%
Burrow Global, LLC TX$31.8M · 0.35%
Aperture, LLC TX$31.8M · 0.13%
Marvin F. Poer and Company TX$31.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273548024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.