Retirement plan

VALUTEACHERS INC. 401(K) PLAN

Name: VALUTEACHERS INC. - VALUTEACHERS INC. 401(K) PLAN (2025) Form 5500
Creator: VALUTEACHERS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VALUTEACHERS INC. 401(K) PLAN, VALUTEACHERS INC.

VALUTEACHERS INC.EIN 58-2503923Plan #001PY 2025

380 TOWN PLAZA AVENUE, SUITE 450 - PONTE VEDRA, FL 32081904-543-6400LinkedIn501-1000 employeesfinancial services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$446K

+41.8% from 2024

Total participants

0.0% from 2024

Average account balance

$55,737

+77.2% from 2024

Annual return

16.43%

+0.77 pp from 2024

Benchmarks

See 1,999 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,999 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$446K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$56K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$104K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.43%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3102

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$25K

$2482 / participant

Other / not subdivided$25K100.0%

% of EOY assets

5.566%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,737

$185,141-69.9%

$153,416-63.7%

$155,188-64.1%

Participation rate

70.0%

79.9%-9.9pp

74.3%-4.3pp

80.8%-10.8pp

Annual return

16.43%

18.72%-2.3pp

17.84%-1.4pp

148.84%-132.4pp

Employer contribution / active EE

$3,669

$4,489-18.3%

$3,764-2.5%

$4,248-13.6%

Participant deferral / active EE

$6,781

$5,477+23.8%

$4,723+43.6%

$6,531+3.8%

Admin fee / account holder

$3,102

$16,005-80.6%

$13,095-76.3%

$14,480-78.6%

VALUTEACHERS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VALUTEACHERS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion