Plan Ledger DOL Form 5500 · updated monthly

Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South401(k)

VALVE & ACTUATION SERVICES, LLC D.B.A. CHALMERS & KUBECK SOUTH 401(K) PLAN · WATKINSVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South reported $71,933 in plan administrative expenses for 2024: 0.71% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,543 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 0.714%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,196th of 2,160), and the 1,577th of 3,341 in other services. In 2024, employees put in $2.71 for every $1.00 the employer contributed; active participation has grown from 136 to 169 since 2022.

Plan summary
Net assets, end of year$10,828,135
Participants with balances132
Active participants169
Employer contributions$260,828
Employee contributions$706,754
Employer contribution per active participant$1,543
Average account balance$82,031
Benefits paid to participants$646,921
Plan auditUnmodified (clean) audit opinion
AuditorSEYMOUR & PERRY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 132 accts · $261K emplr
2023$9.3M · 102 accts · $214K emplr
2022$7.8M · 100 accts · $154K emplr
Administrative expenses, itemized · 2024
Investment management$71,933
Total administrative$71,933
The Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South 401(k) match · 2024
Employer contribution per active participant$1,543
Median for plans this size$2,416
2024$1,543 per active participant
2023$1,329 per active participant
2022$1,130 per active participant

Valve & Actuation Services, LLC D.B.A. Chalmers & Kubeck - South's 2024 employer contribution ran below 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 · 20243
DYLESKI · Investment advisory (plan)$44,181
EMPOWER ADVISORY GROUP, LLC · Investment management$27,752

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$71,933 · 0.71%
2023$60,573 · 0.71%
2022$59,642 · 0.71%
Similar plansOther Services · Georgia
Atlanta Commercial Tire Inc GA$11.1M · 1.17%
Anverse, Inc. GA$11.0M · 0.13%
The McGee Group, Inc. GA$10.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 233067343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.