What public Form 5500 filings show about the Valley Cabinet, Inc. 401(k) plan — and how to find and check your own account.
Valley Cabinet, Inc. (EIN 39-1028968) reports VALLEY CABINET, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $40.8M in plan assets across 178 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 Valley Cabinet, Inc. 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 WIPFLI LLP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Valley Cabinet, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HAWKINS ASH CPAS, CREATIVE PLANNING.