Original filing (PDF)20251014220300NAL0003655121001

VALSOURCE, INC.

Name: VALSOURCE, INC. — VALSOURCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: VALSOURCE, INC.

Form 5500

FILING_RECEIVED

VALSOURCE, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

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

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 (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALSOURCE, INC..

Plan sponsor

Name

VALSOURCE, INC.

EIN

23-2855010

Address

918 HORSESHOE PIKE · DOWNINGTOWN, PA · 19335

Phone

(610) 269-2808

Industry

All Other Professional Services· Professional & Technical 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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2I · Stock bonus

2O · ESOP (non-leveraged)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

KREISCHER MILLER

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $46.9M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	ValSource, Inc. 243,154 shares common stock	—	—	$38.0M	$46.9M	100.0%

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