Original filing (PDF)20251124142620NAL0003104352001

VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES

Name: VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES — VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES 403(B) PLAN, Form 5500 (2024)
Creator: VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES

Form 5500-SF

FILING_RECEIVED

VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES 403(B) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

481

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES.

Plan sponsor

Name

VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES

EIN

25-1292796

Address

531 N. CHURCH STREET · MT. PLEASANT, PA · 15666

Phone

(724) 547-0980

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-24

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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