Strategic Valuation Group, LLC (EIN 26-3457762) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $3.0M in plan assets and 23 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Strategic Valuation Group, LLC 401(k) Plan | 001 | 12 | $2.7M |
| Strategic Valuation Group, LLC Cash Balance Plan | 003 | 11 | $293K |
| Strategic Valuation Group, LLC Cash Balance Pension Plan | 002 | 0 | $0 |
26-3457762 is the Employer Identification Number (EIN) Strategic Valuation Group, 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
