Plan5500

Valeo, Inc Retirement Savings Plan — Form 5500 plan (Valeo North America, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Valeo, Inc Retirement Savings Plan is a benefit plan reported by Valeo North America, Inc. under EIN 13-3744485 and plan number 007. The latest loaded filing year is 2023. The filing reports 5,839 participants and $571,366,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valeo North America, Inc.
EIN
13-3744485
Plan number
007
Plan type
3
Location
Troy, MI
Latest filing year
2023
Participants
5,839
End-of-year plan assets
$571,366,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,839H, C20241015082348NAL0029008113001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$571,366,030
Total liabilities (EOY)
$0
Net assets (EOY)
$571,366,030
Net assets (BOY)
$484,981,482

Income & contributions

Employer contributions
$15,696,696
Participant contributions
$27,012,427
Total contributions
$44,114,530
Total income / additions
$139,573,964

Expenses & distributions

Benefits paid
$53,651,437
Administrative expenses
$430,060
Total expenses
$54,117,434
Net increase / (decrease)
$85,456,530

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Inv. Inst. Ops. Co. LLCRECORDKEEPER$216,687$02023
Gregory J Schwartz & Co IncCONSULTANT$140,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$73,373not reported in the loaded dataset2023

Related Form 5500 pages