Sloan Valve 401(k) match, vesting and fees
What Sloan Valve's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Sloan Valve: employer contribution per participant | $2,686 | |
| Peer median | $2,413 |
| Sloan Valve: average balance | $97,473 | |
| Peer median | $86,456 |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $81.1M at the end of plan year 2021 to $99.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,053 | $99.8M | $2.8M | $2,686 | — | Not published | Form 5500 ↗ |
| 2023 | 987 | $85.1M | $2.7M | $2,800 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 1,035 | $71.4M | $2.6M | $2,550 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 909 | $81.1M | $2.4M | $2,792 | — | Not published | Form 5500 ↗ |
Other Sloan Valve plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sloan Valve Company Factory Employees' Amended Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | October Three Consulting LLC | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Sloan Valve Company Employees' Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Sloan Valve match 401(k) contributions?
The match terms for the Sloan Valve Company Savings and Investment Plan have not been published from its filing yet. The plan year 2024 filing reports $2.8M in employer contributions, about $2,686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sloan Valve 401(k) match vested?
The vesting schedule for the Sloan Valve Company Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sloan Valve 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sloan Valve Company.
I left Sloan Valve. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sloan Valve Company, (847) 671-4300) or the recordkeeper, Fidelity Investments Institutional. The Sloan Valve old 401(k) page lists the contacts from every plan filing. Find an old Sloan Valve 401(k)
Data from the public Form 5500 annual reports Sloan Valve filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sloan Valve. Not financial advice. Report a correction · Methodology