Class Valuation, Llc 401(k) Plan: Login, Facts & Contact Information

Class Valuation, Llc 401(k) Plan Facts

Plan name
CLASS VALUATION, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CLASS VALUATION, LLC
Participants
735 (604 active employees)
Former employees with a balance
102
Plan assets
$18,009,449 at Dec 31, 2024
Average account balance
$27,412 across 657 accounts
Employer contributions
$1,661,903 in plan year 2024 (31% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.30 million went into the plan in contributions, $1.66 million of it from the employer (31%).
  • $2.36 million was paid out to participants.
  • Investment and other income added $1.95 million.
  • Administrative expenses were $99,881, about $152 per account.

How the Class Valuation, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019133$1.23 million$115,501$127,380
2020246$2.66 million$416,275$152,589
2021313$3.93 million$497,636$577,450
2022491$8.49 million$1.13 million$519,110
2023744$13.2 million$1.30 million$1.84 million
2024735$18.0 million$1.66 million$2.36 million

Class Valuation, Llc 401(k) Contact Information

Phone
248-955-9322
Mailing address
2600 BELLINGHAM DRIVE SUITE 100, TROY MI 48083
Plan sponsor
CLASS VALUATION, LLC
Employer identification number (EIN)
32-0285326
Plan number
001

Questions about the Class Valuation, Llc 401(k)

Does Class Valuation, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.66 million, 31% of all contributions.

Does the Class Valuation, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Class Valuation, Llc 401(k) plan?

735 participants at the start of plan year 2024, 604 of them active employees, and 102 former employees who still had money in the plan.

What is the average 401(k) balance at Class Valuation, Llc?

About $27,412 per account: $18.0 million in plan assets across 657 accounts with a balance at the end of plan year 2024.

Who manages the Class Valuation, Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Class Valuation, Llc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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