What public Form 5500 filings show about the Valens Firm LLC 401(k) plan — and how to find and check your own account.
Valens Firm LLC (EIN 41-1299789) reports VALENS GLOBAL 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $242K in plan assets across 20 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 Valens Firm LLC filing — schedules, fees, and providers.
Valens Firm LLC’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 Valens Firm LLCHR for the recordkeeper’s name and login.
