What public Form 5500 filings show about the Value Financial Advisers Inc. 401(k) plan — and how to find and check your own account.
Value Financial Advisers Inc. (EIN 84-0902767) reports VALUE FINANCIAL ADVISERS INC 401K PLAN on its most recent Form 5500, with $1.9M in plan assets across 5 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 Value Financial Advisers Inc. filing — schedules, fees, and providers.
Value Financial Advisers 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 Value Financial Advisers Inc.HR for the recordkeeper’s name and login.
