How big is Valsource, Inc.'s plan?

Valsource, Inc.'s plan reported $46.9M in assets and 211 participants for 2024.

Original filing (PDF)20251014220300NAL0003655121001

Valsource, Inc.

Name: Valsource, Inc. — Valsource, Inc. Employee Stock, Form 5500 (2024)
Creator: Valsource, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Valsource, Inc. Employee Stock Ownership Plan

Defined-contribution retirement plan · Valsource, Inc.'s Valsource, Inc. Employee Stock Ownership Plan held $46.9M in plan assets for 211 participants in 2024.

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

211

Accounts w/ balance

337

Plan assets (EOY)

$46.9M

Net assets (EOY)

$25.7M

Plan identifiers

Valsource, Inc.'s EIN is 23-2855010.

EIN 23-2855010

Plan number 001

Plan year 2024

ACK ID 20251014220300NAL0003655121001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Valsource, Inc.'s plan includes profit-sharing, an ESOP.

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

100

Plan health

Vendor & structure

100

Knocking points off

100% of assets in employer securities (concentration risk).

Helping the score

Below-peer total plan cost (99th percentile).
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

VALSOURCE, INC.

EIN

all filings

Address

918 HORSESHOE PIKE · DOWNINGTOWN, PA · 19335

Phone

(610) 269-2808

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator