Valerio Dewalt Train Associates, Inc. 401(k) Plan

The Valerio Dewalt Train Associates, Inc. 401(k) on its latest Form 5500

Valerio Dewalt Train Associates, Inc. (EIN 36-3324144) reports VALERIO DEWALT TRAIN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $11.1M in plan assets across 41 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 Valerio Dewalt Train Associates, Inc. filing — schedules, fees, and providers.

Who runs the Valerio Dewalt Train Associates, Inc. 401(k)?

Valerio Dewalt Train Associates, Inc.’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 Valerio Dewalt Train Associates, Inc.HR for the recordkeeper’s name and login.

How to check your Valerio Dewalt Train Associates, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Valerio Dewalt Train Associates, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).