Valley Investment Planning 401(k) Plan
What public Form 5500 filings show about the Valley Investment Planning 401(k) plan — and how to find and check your own account.
The Valley Investment Planning 401(k) on its latest Form 5500
Valley Investment Planning (EIN 85-4308387) reports VALLEY INVESTMENT PLANNING 401(K) PLAN on its most recent Form 5500, with $52K in plan assets across 1 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 Investment Planning filing — schedules, fees, and providers.
Who runs the Valley Investment Planning 401(k)?
Valley Investment Planning’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 Valley Investment PlanningHR for the recordkeeper’s name and login.
How to check your Valley Investment Planning 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Valley Investment Planning 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).