Valeo Financial Advisors, LLC (EIN 03-0519130) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $28.4M in plan assets and 183 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Valeo Financial Advisors, LLC Retirement Plan | 001 | 183 | $28.4M |
| Healthjoy | 503 | 0 | $0 |
| AD&D, Optional Life, Dental, Life, Vision, Voluntary Ltd., Critical Illness, Voluntary AD&D, Accident Benefits | 502 | 0 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
03-0519130 is the Employer Identification Number (EIN) Valeo Financial Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Indiana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
