Valicenti Advisory Services, Inc. 401(k) Plan

The Valicenti Advisory Services, Inc. 401(k) on its latest Form 5500

Valicenti Advisory Services, Inc. (EIN 16-1268242) reports VALICENTI ADVISORY SERVICES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.0M in plan assets across 24 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 Valicenti Advisory Services, Inc. filing — schedules, fees, and providers.

Who runs the Valicenti Advisory Services, Inc. 401(k)?

Valicenti Advisory Services, 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 Valicenti Advisory Services, Inc.HR for the recordkeeper’s name and login.

How to check your Valicenti Advisory Services, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Valicenti Advisory Services, 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).