How big is Financial Valuation Advisors, Inc.'s plan?

Financial Valuation Advisors, Inc.'s plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250922190052NAL0002296499001

Financial Valuation Advisors, Inc.

Name: Financial Valuation Advisors, Inc. — Financial, Form 5500 (2024)
Creator: Financial Valuation Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Valuation Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Financial Valuation Advisors, Inc.'s Financial Valuation Advisors, Inc. 401(k) Profit Sharing Plan held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Financial Valuation Advisors, Inc.'s EIN is 05-0554060.

EIN 05-0554060

Plan number 001

Plan year 2024

ACK ID 20250922190052NAL0002296499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Valuation Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Valuation Advisors, Inc.'s 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 FINANCIAL VALUATION ADVISORS, INC..

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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