How big is Value Based Solutions, LLC's plan?

Value Based Solutions, LLC's plan reported $3.3M in assets and 4 participants for 2024.

Original filing (PDF)20251003090841NAL0002992162001

Value Based Solutions, LLC

Name: Value Based Solutions, LLC — Value Based Solutions, Form 5500 (2024)
Creator: Value Based Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Based Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Value Based Solutions, LLC's Value Based Solutions, LLC 401(k) Profit Sharing Plan held $3.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Jane Wagner signed Value Based Solutions, LLC's 2024 Form 5500 as plan administrator.

Jane Wagner — 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 Based Solutions, LLC's EIN is 20-2684473.

EIN 20-2684473

Plan number 001

Plan year 2024

ACK ID 20251003090841NAL0002992162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Value Based Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Value Based Solutions, LLC'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 VALUE BASED SOLUTIONS, LLC.

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