How big is Value Added Solutions, Inc.'s plan?

Value Added Solutions, Inc.'s plan reported $10.7M in assets and 177 participants for 2024.

Original filing (PDF)20250721081801NAL0001253600001

Value Added Solutions, Inc.

Name: Value Added Solutions, Inc. — Value Added Solutions, Form 5500 (2024)
Creator: Value Added Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Value Added Solutions, Inc. 401(k) Plan

401(k) retirement plan · Value Added Solutions, Inc.'s Value Added Solutions, Inc. 401(k) Plan held $10.7M in plan assets for 177 participants in 2024, with Empower as recordkeeper.

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

People on this filing

Timothy Aaron Quick signed Value Added Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Timothy Aaron Quick — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Value Added Solutions, Inc.'s EIN is 20-3912625.

EIN 20-3912625

Plan number 001

Plan year 2024

ACK ID 20250721081801NAL0001253600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Value Added Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Value Added Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALUE ADDED SOLUTIONS, INC..

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (8th percentile).

Plan sponsor

Name

VALUE ADDED SOLUTIONS, INC.

EIN

all filings

Address

237 HIGH GATE LOOP · AIKEN, SC · 29803

Phone

(803) 644-0070

Industry

Admin Support & Waste Mgmt

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$44K	—
EMPOWER ADVISORY GROUP, LLC	84-0467907	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

40 direct securities· $10.7M(100% of reported assets)

Other securities

$5.8M

16 holdings

Mutual Funds

$3.2M

20 holdings

Common Collective Trusts

$1.5M

3 holdings

Bonds / Notes

$150K

1 holding

					% of plan
Blackrock Lifepath Index Retirement K Mutual Fund	Other securities	—	—	$1.2M	11.5%
Blackrock Lifepath Index 2035 K Mutual Fund	Other securities	—	—	$948K	8.8%
Ishares S&P 500 Index K Mutual Fund	Common Collective Trusts	—	—	$814K	7.6%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$681K	6.3%
Tcw Metwest Total Return Bond Plan Mutual Fund	Other securities	—	—	$503K	4.7%
Blackrock Lifepath Index 2050 K Mutual Fund	Other securities	—	—	$481K	4.5%
American Funds New World R6 Mutual Fund	Mutual Funds	—	—	$461K	4.3%
Mfs Growth R6 Mutual Fund	Mutual Funds	—	—	$385K	3.6%
Key Guaranteed Portfolio Fund Insurance General Account	Other securities	—	—	$385K	3.6%
Blackrock Lifepath Index 2045 K Mutual Fund	Other securities	—	—	$360K	3.4%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$357K	3.3%
Allspring Special Small Cap Value R6 Mutual Fund	Other securities	—	—	$345K	3.2%
Blackrock Lifepath Index 2030 K Mutual Fund	Other securities	—	—	$332K	3.1%
American Funds Growth Fund Of Amer R Mutual Fund	Mutual Funds	—	—	$317K	3.0%
American Funds Amcap R6 Mutual Fund	Mutual Funds	—	—	$264K	2.5%
Blackrock Lifepath Index 2060 K Mutual Fund	Other securities	—	—	$225K	2.1%
Invesco Oppenheimer Int'L Growth R6 Mutual Fund	Mutual Funds	—	—	$208K	1.9%
Clearbridge Mid Cap Class I Mutual Fund	Other securities	—	—	$206K	1.9%
Blackrock Equity Dividend K Mutual Fund	Other securities	—	—	$184K	1.7%
Blackrock Lifepath Index 2055 K Mutual Fund	Other securities	—	—	$177K	1.6%
Blackrock Lifepath Index 2040 K Mutual Fund	Other securities	—	—	$174K	1.6%
American Funds Capital Inc Bldr R6 Mutual Fund	Mutual Funds	—	—	$150K	1.4%
Notes receivable from participants Bearing interest at 6.75%-10.5%	Bonds / Notes	—	—	$150K	1.4%
Clearbridge Select Is Mutual Fund	Other securities	—	—	$149K	1.4%
Vanguard Small Cap Value Index Admira Mutual Fund	Mutual Funds	—	—	$143K	1.3%
Vanguard Mid-Cap Value Index Admiral Mutual Fund	Mutual Funds	—	—	$141K	1.3%
Vanguard Growth Index Adm Mutual Fund	Mutual Funds	—	—	$138K	1.3%
Pimco Income Instl Mutual Fund	Mutual Funds	—	—	$120K	1.1%
Vanguard Mid-Cap Growth Index Admira Mutual Fund	Mutual Funds	—	—	$118K	1.1%
Janus Henderson Triton N Mutual Fund	Mutual Funds	—	—	$92K	0.9%
Vanguard Small Cap Growth Index Admir Mutual Fund	Mutual Funds	—	—	$88K	0.8%
Mfs Total Return R6 Mutual Fund	Mutual Funds	—	—	$82K	0.8%
First Eagle Overseas R6 Mutual Fund	Other securities	—	—	$78K	0.7%
Invesco Diversified Dividend R6 Mutual Fund	Mutual Funds	—	—	$49K	0.5%
Vanguard Mid Cap Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$47K	0.4%
Lord Abbett Short Duration Income R6 Mutual Fund	Mutual Funds	—	—	$45K	0.4%
Templeton Global Bond R6 Mutual Fund	Mutual Funds	—	—	$45K	0.4%
Ishares Russell Mid-Cap Index K Mutual Fund	Other securities	—	—	$27K	0.2%
Vanguard Us Growth Adm Mutual Fund	Mutual Funds	—	—	$26K	0.2%
Vanguard Growth & Income Adm Mutual Fund	Mutual Funds	—	—	$8K	<0.1%