Valiant Management 401(k) match, vesting and fees
What Valiant Management'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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Valiant Management: employer contribution per participant | $2,416 | |
| Peer median | $1,076 |
| Valiant Management: average balance | $69,956 | |
| Peer median | $31,804 |
| Valiant Management: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.46% |
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 $5.8M at the end of plan year 2021 to $7.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 472 | $7.1M | $244K | $2,416 | 0.08% | Not published | 5500-SF ↗ |
| 2023 | 374 | $6M | $219K | $2,109 | 0.12% | Not published | 5500-SF ↗ |
| 2022 | 367 | $4.9M | $187K | $2,102 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 202 | $5.8M | $190K | $2,207 | 0.20% | Not published | Form 5500 ↗ |
Other Valiant Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Automotive Transport Union 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 | Pentegra Retirement Services - Oh | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Common questions
Does Valiant Management match 401(k) contributions?
The match terms for the Automotive Transportation 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $244K in employer contributions, about $2,416 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valiant Management 401(k) match vested?
The vesting schedule for the Automotive Transportation 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valiant Management 401(k)?
The filing names Valiant Management & Holdings as plan administrator; it does not list a recordkeeper.
I left Valiant Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valiant Management & Holdings, (502) 633-1268). The Valiant Management old 401(k) page lists the contacts from every plan filing. Find an old Valiant Management 401(k)
Data from the public Form 5500 annual reports Valiant Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Valiant Management. Not financial advice. Report a correction · Methodology