Original filing (PDF)20250522080624NAL0002464097001

VALLEY SETTLEMENT HOUSE

Name: VALLEY SETTLEMENT HOUSE — VALLEY SETTLEMENT HOUSE 401(K) PLAN, Form 5500 (2024)
Creator: VALLEY SETTLEMENT HOUSE

Form 5500-SF

FILING_RECEIVED

VALLEY SETTLEMENT HOUSE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$926K

Net assets (EOY)

$926K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY SETTLEMENT HOUSE.

Plan sponsor

Name

VALLEY SETTLEMENT HOUSE

EIN

22-1500577

Address

33-41 TOMPKINS STREET · WEST ORANGE, NJ · 07052

Phone

(973) 678-2550

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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