Original filing (PDF)20250920212206NAL0003322049001

THE VAL IVES TEAM, INC.

Name: THE VAL IVES TEAM, INC. — THE VAL IVES TEAM, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE VAL IVES TEAM, INC.

Form 5500-SF

FILING_RECEIVED

THE VAL IVES TEAM, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE VAL IVES TEAM, INC.

EIN

26-4752558

Address

7989 CARMEN RENE WAY · THE VILLAGES, FL · 347626203

Phone

(951) 757-6065

Industry