What public Form 5500 filings show about the Valencia Relationship Institute 401(k) plan — and how to find and check your own account.
Valencia Relationship Institute (EIN 46-4929919) reports VALENCIA RELATIONSHIP INSTITUTE 401(K) PLAN on its most recent Form 5500, with $377K in plan assets across 13 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Valencia Relationship Institute filing — schedules, fees, and providers.
Valencia Relationship Institute’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Valencia Relationship InstituteHR for the recordkeeper’s name and login.