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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

VALMARK FINANCIAL GROUP, LLC 401(k) Plan

What public Form 5500 filings show about the VALMARK FINANCIAL GROUP, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$28.5M
Participants
135
Plans on file
1

The VALMARK FINANCIAL GROUP, LLC 401(k) on its latest Form 5500

VALMARK FINANCIAL GROUP, LLC (EIN 34-1924302) reports VALMARK FINANCIAL GROUP, LLC SALARY SAVINGS PLAN on its most recent Form 5500, with $28.5M in plan assets across 135 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 VALMARK FINANCIAL GROUP, LLC filing — schedules, fees, and providers.

Who runs the VALMARK FINANCIAL GROUP, LLC 401(k)?

VALMARK FINANCIAL GROUP, LLC’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 VALMARK FINANCIAL GROUP, LLCHR for the recordkeeper’s name and login.

How to check your VALMARK FINANCIAL GROUP, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask VALMARK FINANCIAL GROUP, LLC 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).
More on this employer: VALMARK FINANCIAL GROUP, LLC — all Form 5500 filings (EIN 34-1924302) · Ohio employer EIN lookup · Form 5500 search
VALMARK FINANCIAL GROUP, LLC 401(k) Plan — Form 5500