What public Form 5500 filings show about the Valuation Strategy Associates, Inc. 401(k) plan — and how to find and check your own account.
Valuation Strategy Associates, Inc. (EIN 58-2405496) reports VALUATION STRATEGY ASSOCIATED INC 401-K PLAN DTD 01/01/2007 on its most recent Form 5500, with $954K in plan assets across 3 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 Valuation Strategy Associates, Inc. filing — schedules, fees, and providers.
Valuation Strategy Associates, 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 Valuation Strategy Associates, Inc.HR for the recordkeeper’s name and login.
