Original filing (PDF)20251124142620NAL0003104352001

Valley Special Needs DBA Valley Community Services

Name: Valley Special Needs DBA Valley Community Services — Form 5500 Plan 001 (2024)
Creator: Valley Special Needs DBA Valley Community Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Special Needs DBA Valley Community Services 403(b) Plan

401(k) retirement plan · Valley Special Needs DBA Valley Community Services' Valley Special Needs DBA Valley Community Services 403(b) Plan held $1.7M in plan assets for 481 participants in 2024.

Signals · 1

No auditor on file

Active participants

481

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Valley Special Needs DBA Valley Community Services' EIN is 25-1292796.

EIN 25-1292796

Plan number 001

Plan year 2024

ACK ID 20251124142620NAL0003104352001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley Special Needs DBA Valley Community Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley Special Needs DBA Valley Community Services' plan includes a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY SPECIAL NEEDS DBA VALLEY COMMUNITY SERVICES.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score