What public Form 5500 filings show about the Valiant Management & Holdings 401(k) plan — and how to find and check your own account.
Valiant Management & Holdings (EIN 20-4853723) reports AUTOMOTIVE TRANSPORTATION 401(K) RETIREMENT PLAN on its most recent Form 5500, with $9.7M in plan assets across 485 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 Valiant Management & Holdings filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is PENTEGRA RETIREMENT SERVICES - OH, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Valiant Management & Holdings 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA LIFE INSURANCE, CENTERLINE WEALTH ADVISORS.
