How big is Valicenti Advisory Services, Inc.'s plan?

Valicenti Advisory Services, Inc.'s plan reported $7.0M in assets and 24 participants for 2024.

Original filing (PDF)20251015152051NAL0004973553001

Valicenti Advisory Services, Inc.

Name: Valicenti Advisory Services, Inc. — Valicenti, Form 5500 (2024)
Creator: Valicenti Advisory Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valicenti Advisory Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Valicenti Advisory Services, Inc.'s Valicenti Advisory Services, Inc. 401(k) Profit Sharing Plan held $7.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Valicenti Advisory Services, Inc.'s EIN is 16-1268242.

EIN 16-1268242

Plan number 001

Plan year 2024

ACK ID 20251015152051NAL0004973553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valicenti Advisory Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valicenti Advisory Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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