Plan Ledger DOL Form 5500 · updated monthly

Valvtechnologies, Inc.401(k)

VALVTECHNOLOGIES EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST - 755521-01 · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Valvtechnologies, Inc. reported $51,130 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,024 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 0.22% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,200th-largest of 5,688 plans among Texas employers on file, and the 6,450th of 13,661 in manufacturing. In 2024, employees put in $5.88 for every $1.00 the employer contributed; active participation has grown from 203 to 239 since 2022.

Plan summary
Net assets, end of year$17,524,950
Participants with balances334
Active participants239
Employer contributions$244,804
Employee contributions$1,439,256
Employer contribution per active participant$1,024
Average account balance$52,470
Benefits paid to participants$2,425,648
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 334 accts · $245K emplr
2023$16.2M · 320 accts · $321K emplr
2022$15.3M · 311 accts · $328K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,580
Total administrative$51,130
The Valvtechnologies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,024
Median for plans this size$2,416
2024$1,024 per active participant
2023$1,389 per active participant
2022$1,617 per active participant

Valvtechnologies, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
RAYMOND JAMES$40,516

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$51,130 · 0.30%
2023$81,636 · 0.52%
2022$44,782 · 0.22%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 760266982 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.