Valkyrie Enterprises 401(k) match, vesting and fees
What Valkyrie Enterprises' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Windham Brannon LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 11 defined-contribution plans in public administration with 500 to 999 participants.
| Valkyrie Enterprises: employer contribution per participant | $4,862 | |
| Peer median | $2,156 |
| Valkyrie Enterprises: average balance | $100,660 | |
| Peer median | $66,276 |
| Valkyrie Enterprises: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.42% |
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 $75.6M at the end of plan year 2023 to $87.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 974 | $87.4M | $4.2M | $4,862 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 983 | $75.6M | $4.1M | $4,590 | 0.39% | Not published | Form 5500 ↗ |
Other Valkyrie Enterprises plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Valkyrie Enterprises, Inc. Employee Stock Ownership 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 | Windham Brannon, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Valkyrie Enterprises match 401(k) contributions?
The match terms for the Valkyrie Enterprises 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.2M in employer contributions, about $4,862 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valkyrie Enterprises 401(k) match vested?
The vesting schedule for the Valkyrie Enterprises 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valkyrie Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Valkyrie Enterprises, LLC.
I left Valkyrie Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valkyrie Enterprises, LLC, (757) 962-2545) or the recordkeeper, Principal Life Insurance Company. The Valkyrie Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Valkyrie Enterprises 401(k)
Data from the public Form 5500 annual reports Valkyrie Enterprises filed with the U.S. Department of Labor (plan years 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 Valkyrie Enterprises. Not financial advice. Report a correction · Methodology