2023 Form 5500 filing — Valeo, Inc Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015082348NAL0029008113001) for Valeo, Inc Retirement Savings Plan, reported by Valeo North America, Inc. under EIN 13-3744485 and plan number 007. It reports 5,839 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082348NAL0029008113001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Valeo North America, Inc.
- EIN
- 13-3744485
- Plan number
- 007
- Location
- Troy, MI
- Participants
- 5,839
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $571,366,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $571,366,030
- Employer contributions
- $15,696,696
- Participant contributions
- $27,012,427
- Total income / additions
- $139,573,964
- Benefits paid
- $53,651,437
- Administrative expenses
- $430,060
- Total expenses
- $54,117,434
- Net increase / (decrease)
- $85,456,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv. Inst. Ops. Co. LLC | RECORDKEEPER | $216,687 | $0 |
| Gregory J Schwartz & Co Inc | CONSULTANT | $140,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $73,373 | not reported in the loaded dataset |