How big is Chavez & Valko, LLP's plan?

Chavez & Valko, LLP's plan reported $122K in assets and 24 participants for 2024.

Original filing (PDF)20251014122301NAL0001339091001

Chavez & Valko, LLP

Name: Chavez & Valko, LLP — Chavez & Valko, LLP 401(k), Form 5500 (2024)
Creator: Chavez & Valko, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chavez & Valko, LLP 401(k) Retirement Plan

401(k) retirement plan · Chavez & Valko, LLP's Chavez & Valko, LLP 401(k) Retirement Plan held $122K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

Plan identifiers

Chavez & Valko, LLP's EIN is 11-3696227.

EIN 11-3696227

Plan number 001

Plan year 2024

ACK ID 20251014122301NAL0001339091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chavez & Valko, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chavez & Valko, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHAVEZ & VALKO, LLP.

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Plan health score

Above-average plan

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