· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VALENTI'S OF WESTERLY, INC. — VALENTI'S OF WESTERLY, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627091736NAL0023059970001
VALENTI'S OF WESTERLY, INC.
Form 5500-SF
FILING_RECEIVED
VALENTI'S OF WESTERLY, INC. 401(K) PLAN
401(k) retirement plan
Active participants
58
Accounts w/ balance
36
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VALENTI'S OF WESTERLY, INC.
.
Find decision makers
Plan sponsor
Name
VALENTI'S OF WESTERLY, INC.
EIN
06-1482329
Address
6 LANGWORTHY RD. · WESTERLY, RI · 02891
Phone
(401) 322-7200
Industry
Retail Trade
see all
Plan administrator
Name
NORTHEAST RETIREMENT SERVICES, LLC
EIN
81-5140646
City
WOBURN, MA
Phone
(781) 983-5059
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
KEY CHRYSLER JEEP & DODGE, INC.
KEY CHRYSLER JEEP & DODGE, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 55 participants
GIANT CHEVROLET COMPANY
GIANT CHEVROLET CADILLAC 401(K) PLAN
$3.5M · 46 participants
SOUTH DADE DEALERSHIP, LLC
SOUTH DADE TOYOTA 401(K) PLAN
$3.5M · 263 participants
BURNE AUTOMOBILE DEALERSHIPS INC. 401 (K) PLAN
BURNE AUTOMOBILE DEALERSHIP INC. MATT BURNE HONDA
$3.5M · 52 participants
JIM CURLEY BUICK GMC, INC.
JIM CURLEY BUICK GMC, INC. 401(K) PLAN
80
Knocking points off
62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 60 participants
GARY LANG CHEVROLET, INC.
GARY LANG AUTO 401(K) PLAN
$3.5M · 33 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
