What public Form 5500 filings show about the Valley West Financial Insurance 401(k) plan — and how to find and check your own account.
Valley West Financial Insurance (EIN 33-0408405) reports VALLEY WEST FINANCIAL INSURANCE SERVICES CORPORATION on its most recent Form 5500, with $333K in plan assets across 8 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 West Financial Insurance filing — schedules, fees, and providers.
Valley West Financial Insurance’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 West Financial InsuranceHR for the recordkeeper’s name and login.
