Valley Tree and Construction, Inc. 401(k) Plan

The Valley Tree and Construction, Inc. 401(k) on its latest Form 5500

Valley Tree and Construction, Inc. (EIN 27-5025029) reports VALLEY TREE AND CONSTRUCTION, INC. 401(K) PLAN on its most recent Form 5500, with $408K in plan assets across 7 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 Tree and Construction, Inc. filing — schedules, fees, and providers.

Who runs the Valley Tree and Construction, Inc. 401(k)?

Valley Tree and Construction, 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 Valley Tree and Construction, Inc.HR for the recordkeeper’s name and login.

How to check your Valley Tree and Construction, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Valley Tree and Construction, 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).