Valley Queen Cheese Factory 401(k) match, vesting and fees
What Valley Queen Cheese Factory'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 | First Bank & Trust | Schedule C ↗ |
| Independent auditor | Eide Bailly, 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Valley Queen Cheese Factory: employer contribution per participant | $2,894 | |
| Peer median | $1,847 |
| Valley Queen Cheese Factory: average balance | $95,027 | |
| Peer median | $65,512 |
| Valley Queen Cheese Factory: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.32% |
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 $40.2M at the end of plan year 2021 to $43.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 484 | $43.5M | $1.3M | $2,894 | 0.26% | Not published | Form 5500 ↗ |
| 2023 | 418 | $38.2M | $1.1M | $2,961 | 0.27% | Not published | Form 5500 ↗ |
| 2022 | 371 | $33.2M | $1M | $2,907 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 354 | $40.2M | $925K | $2,899 | 0.21% | Not published | Form 5500 ↗ |
Other Valley Queen Cheese Factory plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Valley Queen Company Stock Profit Sharing Plan and Trust
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 | First Bank & Trust | Schedule C ↗ |
| Independent auditor | Eide Bailly, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Valley Queen Cheese Factory match 401(k) contributions?
The match terms for the Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $2,894 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valley Queen Cheese Factory 401(k) match vested?
The vesting schedule for the Valley Queen Cheese Factory, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valley Queen Cheese Factory 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is First Bank & Trust. The plan administrator is Valley Queen Cheese Factory, Inc..
I left Valley Queen Cheese Factory. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valley Queen Cheese Factory, Inc., (605) 432-4563) or the recordkeeper, First Bank & Trust. The Valley Queen Cheese Factory old 401(k) page lists the contacts from every plan filing. Find an old Valley Queen Cheese Factory 401(k)
Data from the public Form 5500 annual reports Valley Queen Cheese Factory 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 Valley Queen Cheese Factory. Not financial advice. Report a correction · Methodology