401k Record

Employers › Shenandoah Valley Organic

Shenandoah Valley Organic 401(k)

Recordkeeping fees per participant · Shenandoah Valley Organic, LLC Employee Savings Plan · plan year 2024

$28.06

Higher than 27% of the 7,477 plans $1 to 10M that report it.

Source

= $4,349 / 155
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251209090522NAL0002954099001, received 2025-12-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251209090522NAL0002954099001, received 2025-12-09

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-12-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$126.65

10th: $13.66median $103.3390th: $302.77

Higher than 58% of the 14,713 plans $1 to 10M that report it.

Source

= $19,630 / 155
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251209090522NAL0002954099001, received 2025-12-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251209090522NAL0002954099001, received 2025-12-09

Administrative expenses per participant

$126.65

10th: $19.42median $150.2790th: $370.75

Higher than 44% of the 15,210 plans $1 to 10M that report it.

Source

= $19,630 / 155
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251209090522NAL0002954099001, received 2025-12-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251209090522NAL0002954099001, received 2025-12-09

Administrative expenses as a share of assets

0.705%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 68% of the 15,243 plans $1 to 10M that report it.

Source

= $19,630 / $2,783,287
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251209090522NAL0002954099001, received 2025-12-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251209090522NAL0002954099001, received 2025-12-09

Employer contributions per participant

$1,990

10th: $357median $1,32390th: $2,861

Higher than 73% of the 13,342 plans $1 to 10M that report it.

Source

= $308,520 / 155
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251209090522NAL0002954099001, received 2025-12-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251209090522NAL0002954099001, received 2025-12-09

Employer share of total contributions

33.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 65% of the 13,370 plans $1 to 10M that report it.

Source

= $308,520 / $932,515
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251209090522NAL0002954099001, received 2025-12-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251209090522NAL0002954099001, received 2025-12-09

Plan terms, as stated in Shenandoah Valley Organic, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251209090522NAL0002954099001, received 2025-12-09

Full record, Shenandoah Valley Organic, LLC Employee Savings Plan

FieldValueSource
Plan sponsorSHENANDOAH VALLEY ORGANIC, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251209090522NAL0002954099001, received 2025-12-09
Plan nameSHENANDOAH VALLEY ORGANIC, LLC EMPLOYEE SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251209090522NAL0002954099001, received 2025-12-09
Sponsor EIN / plan number45-5264169 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251209090522NAL0002954099001, received 2025-12-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251209090522NAL0002954099001, received 2025-12-09
Sponsor locationHARRISONBURG, VAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251209090522NAL0002954099001, received 2025-12-09
Industry (business code)112300, Agriculture, forestry, fishing and huntingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251209090522NAL0002954099001, received 2025-12-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251209090522NAL0002954099001, received 2025-12-09
Filing received2025-12-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251209090522NAL0002954099001, received 2025-12-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251209090522NAL0002954099001, received 2025-12-09
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251209090522NAL0002954099001, received 2025-12-09
Participants, beginning of year798Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251209090522NAL0002954099001, received 2025-12-09
Active participants1,271Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251209090522NAL0002954099001, received 2025-12-09
Participants, end of year1,302Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251209090522NAL0002954099001, received 2025-12-09
Participants with an account balance155Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251209090522NAL0002954099001, received 2025-12-09
Total assets, beginning of year$2,096,231Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251209090522NAL0002954099001, received 2025-12-09
Total assets, end of year$2,783,287Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251209090522NAL0002954099001, received 2025-12-09
Net assets, end of year$2,783,287Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251209090522NAL0002954099001, received 2025-12-09
Total income$1,236,115Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251209090522NAL0002954099001, received 2025-12-09
Net income$687,056Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251209090522NAL0002954099001, received 2025-12-09
Employer contributions$308,520Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251209090522NAL0002954099001, received 2025-12-09
Participant contributions$547,948Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251209090522NAL0002954099001, received 2025-12-09
Other contributions (incl. rollovers)$76,047Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251209090522NAL0002954099001, received 2025-12-09
Total contributions$932,515Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251209090522NAL0002954099001, received 2025-12-09
Benefit payments$529,429Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251209090522NAL0002954099001, received 2025-12-09
Total expenses (incl. benefit payments)$549,059Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251209090522NAL0002954099001, received 2025-12-09
Total administrative expenses$19,630Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251209090522NAL0002954099001, received 2025-12-09
Recordkeeping fees$4,349Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251209090522NAL0002954099001, received 2025-12-09
Administrative expenses excluding investment management$19,630derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251209090522NAL0002954099001, received 2025-12-09
Held in common/collective trusts$621Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251209090522NAL0002954099001, received 2025-12-09
Held in mutual funds$2,759,339Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251209090522NAL0002954099001, received 2025-12-09
Independent auditorKEITERSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251209090522NAL0002954099001, received 2025-12-09

Position = column in the DOL layout for form year 2024. Filing 20251209090522NAL0002954099001, received 2025-12-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
PINNACLE BANKNONE 21 Trustee (bank, trust company or similar) $15,281no
EPIC RETIREMENT PLAN SERVICESrecordkeeperNONE 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication $4,349yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251209090522NAL0002954099001, received 2025-12-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$2,096,231$2,783,28732.8%
Participants with a balance13715513.1%
Administrative expenses$13,178$19,63049.0%
Recordkeeping fees per participant$19.39$28.0644.7%
Employer contributions$268,403$308,52014.9%

Prior filing 20251022102559NAL0002019536001, received 2025-10-22; the plan years are contiguous.

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Sponsor name as filed: SHENANDOAH VALLEY ORGANIC, LLC; SEC registrant: Shenandoah Valley Organic, LLC (CIK 1692870, matched by EIN).