How big is Valore Partners, LLC's plan?

Valore Partners, LLC's plan reported $7.6M in assets and 43 participants for 2024.

Original filing (PDF)20250910104208NAL0013116531001

Valore Partners, LLC

Name: Valore Partners, LLC — Valore Partners 401(k) Plan, Form 5500 (2024)
Creator: Valore Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valore Partners 401(k) Plan

401(k) retirement plan · Valore Partners, LLC's Valore Partners 401(k) Plan held $7.6M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

People on this filing

Jeremy Campbell signed Valore Partners, LLC's 2024 Form 5500 as plan administrator.

Jeremy Campbell — 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

Valore Partners, LLC's EIN is 20-2699948.

EIN 20-2699948

Plan number 001

Plan year 2024

ACK ID 20250910104208NAL0013116531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Valore Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALORE PARTNERS, LLC.

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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