How big is Value Wealth Services' plan?

Value Wealth Services' plan reported $183K in assets and 4 participants for 2025.

Original filing (PDF)20260507070430NAL0003426256001

Value Wealth Services

Name: Value Wealth Services — Value Wealth Services 401(k), Form 5500 (2025)
Creator: Value Wealth Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Wealth Services 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Value Wealth Services' Value Wealth Services 401(k) Profit Sharing Plan & Trust held $183K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$183K

Net assets (EOY)

$183K

People on this filing

Edward Rojas signed Value Wealth Services' 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Value Wealth Services' EIN is 03-0540423.

EIN 03-0540423

Plan number 001

Plan year 2025

ACK ID 20260507070430NAL0003426256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Value Wealth Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Value Wealth Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALUE WEALTH SERVICES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score