VALLEY MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the VALLEY MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The VALLEY MANAGEMENT, INC. 401(k) on its latest Form 5500
VALLEY MANAGEMENT, INC. (EIN 39-1259167) reports VALLEY MANAGEMENT, INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $8.2M in plan assets across 320 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 MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the VALLEY MANAGEMENT, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VALLEY MANAGEMENT, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL SECURITIES, WILSHIRE ADVISORS.
How to check your VALLEY MANAGEMENT, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask VALLEY MANAGEMENT, 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).