How big is Valley CM Inc.'s plan?

Valley CM Inc.'s plan reported $2.0M in assets and 3 participants for 2025.

Original filing (PDF)20260428143938NAL0005582883001

Valley CM Inc.

Name: Valley CM Inc. — Valley CM Inc. 401(k) Plan, Form 5500 (2025)
Creator: Valley CM Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley CM Inc. 401(k) Plan

401(k) retirement plan · Valley CM Inc.'s Valley CM Inc. 401(k) Plan held $2.0M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Galina Mochel signed Valley CM Inc.'s 2025 Form 5500 as plan administrator.

Galina Mochel — 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

Valley CM Inc.'s EIN is 20-8309093.

EIN 20-8309093

Plan number 002

Plan year 2025

ACK ID 20260428143938NAL0005582883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valley CM Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valley CM Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

VALLEY CM INC.

EIN

all filings

Address

3525 DEL MAR HEIGHTS RD · #192 · SAN DIEGO, CA · 92130

Phone

(858) 444-5979

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-28

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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