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Original filing (PDF)20250721081801NAL0001253600001
VALUE ADDED SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
VALUE ADDED SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~76 bps in Sched C fees
Active participants
177
Accounts w/ balance
183
Plan assets (EOY)
$10.7M
Net assets (EOY)
$10.7M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 76 bps in Schedule C fees — 162% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALUE ADDED SOLUTIONS, INC..
Plan sponsor
Name
VALUE ADDED SOLUTIONS, INC.
EIN
20-3912625
Address
237 HIGH GATE LOOP · AIKEN, SC · 29803
Phone
(803) 644-0070
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENTS ADVISERS LLC | — | EL SEGUNDO, CA | INVESTMENT ADVISOR | $23K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | CONTRACT ADMIN | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
40 direct securities· $10.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Blackrock Lifepath Index Retirement K Mutual Fund | — | — | — | $1.2M | 11.5% | |
| Blackrock Lifepath Index 2035 K Mutual Fund | — | — | — | $948K | 8.8% | |
| Ishares S&P 500 Index K Mutual Fund | — | — | — | $814K | 7.6% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $681K | 6.3% | |
| Tcw Metwest Total Return Bond Plan Mutual Fund | — | — | — | $503K | 4.7% | |
| Blackrock Lifepath Index 2050 K Mutual Fund | — | — | — | $481K | 4.5% | |
| American Funds New World R6 Mutual Fund | — | — | — | $461K | 4.3% | |
| Mfs Growth R6 Mutual Fund | — | — | — | $385K | 3.6% | |
| Key Guaranteed Portfolio Fund Insurance General Account | — | — | — | $385K | 3.6% | |
| Blackrock Lifepath Index 2045 K Mutual Fund | — | — | — | $360K | 3.4% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $357K | 3.3% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $345K | 3.2% | |
| Blackrock Lifepath Index 2030 K Mutual Fund | — | — | — | $332K | 3.1% | |
| American Funds Growth Fund Of Amer R Mutual Fund | — | — | — | $317K | 3.0% | |
| American Funds Amcap R6 Mutual Fund | — | — | — | $264K | 2.5% | |
| Blackrock Lifepath Index 2060 K Mutual Fund | — | — | — | $225K | 2.1% | |
| Invesco Oppenheimer Int'L Growth R6 Mutual Fund | — | — | — | $208K | 1.9% | |
| Clearbridge Mid Cap Class I Mutual Fund | — | — | — | $206K | 1.9% | |
| Blackrock Equity Dividend K Mutual Fund | — | — | — | $184K | 1.7% | |
| Blackrock Lifepath Index 2055 K Mutual Fund | — | — | — | $177K | 1.6% | |
| Blackrock Lifepath Index 2040 K Mutual Fund | — | — | — | $174K | 1.6% | |
| American Funds Capital Inc Bldr R6 Mutual Fund | — | — | — | $150K | 1.4% | |
| Notes receivable from participants Bearing interest at 6.75%-10.5% | — | — | — | $150K | 1.4% | |
| Clearbridge Select Is Mutual Fund | — | — | — | $149K | 1.4% | |
| Vanguard Small Cap Value Index Admira Mutual Fund | — | — | — | $143K | 1.3% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $141K | 1.3% | |
| Vanguard Growth Index Adm Mutual Fund | — | — | — | $138K | 1.3% | |
| Pimco Income Instl Mutual Fund | — | — | — | $120K | 1.1% | |
| Vanguard Mid-Cap Growth Index Admira Mutual Fund | — | — | — | $118K | 1.1% | |
| Janus Henderson Triton N Mutual Fund | — | — | — | $92K | 0.9% | |
| Vanguard Small Cap Growth Index Admir Mutual Fund | — | — | — | $88K | 0.8% | |
| Mfs Total Return R6 Mutual Fund | — | — | — | $82K | 0.8% | |
| First Eagle Overseas R6 Mutual Fund | — | — | — | $78K | 0.7% | |
| Invesco Diversified Dividend R6 Mutual Fund | — | — | — | $49K | 0.5% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $47K | 0.4% | |
| Lord Abbett Short Duration Income R6 Mutual Fund | — | — | — | $45K | 0.4% | |
| Templeton Global Bond R6 Mutual Fund | — | — | — | $45K | 0.4% | |
| Ishares Russell Mid-Cap Index K Mutual Fund | — | — | — | $27K | 0.2% | |
| Vanguard Us Growth Adm Mutual Fund | — | — | — | $26K | 0.2% | |
| Vanguard Growth & Income Adm Mutual Fund | — | — | — | $8K | <0.1% |
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