Valmetal Tulare 401(k) match, vesting and fees
What Valmetal Tulare'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 | Wespac Plan Services, LLC | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (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 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Valmetal Tulare: employer contribution per participant | $1,915 | |
| Peer median | $1,495 |
| Valmetal Tulare: average balance | $104,959 | |
| Peer median | $34,563 |
| Valmetal Tulare: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.51% |
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 $7.6M at the end of plan year 2021 to $13.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 166 | $13.1M | $239K | $1,915 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 168 | $11.8M | $224K | $1,708 | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 149 | $10.9M | $263K | $2,158 | 0.49% | Not published | 5500-SF ↗ |
| 2021 | 103 | $7.6M | $185K | $2,182 | 0.50% | Not published | 5500-SF ↗ |
Common questions
Does Valmetal Tulare match 401(k) contributions?
The match terms for the Valmetal 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $239K in employer contributions, about $1,915 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Valmetal Tulare 401(k) match vested?
The vesting schedule for the Valmetal 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Valmetal Tulare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Wespac Plan Services, LLC. The plan administrator is Valmetal Tulare, Inc..
I left Valmetal Tulare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Valmetal Tulare, Inc., (559) 685-0340) or the recordkeeper, Wespac Plan Services, LLC. The Valmetal Tulare old 401(k) page lists the contacts from every plan filing. Find an old Valmetal Tulare 401(k)
Data from the public Form 5500 annual reports Valmetal Tulare 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 Valmetal Tulare. Not financial advice. Report a correction · Methodology