2023 Form 5500 filing — Valvoline Global Operations 401(K) 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 20260107154703NAL0010599938001) for Valvoline Global Operations 401(K) Plan, reported by Vgp Holdings LLC under EIN 88-2683316 and plan number 001. It reports 1,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260107154703NAL0010599938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vgp Holdings LLC
- EIN
- 88-2683316
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 1,446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $247,369,072
- Total liabilities (EOY)
- $4,689
- Net assets (EOY)
- $247,364,383
- Employer contributions
- $10,212,642
- Participant contributions
- $10,888,285
- Total income / additions
- $61,722,774
- Benefits paid
- $14,248,707
- Administrative expenses
- $165,802
- Total expenses
- $14,414,509
- Net increase / (decrease)
- $47,308,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc. | INVESTMENT ADVISOR | $87,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $78,302 | $0 |