· 2022–2024 · DOL EFAST2

VALUES FIRST ADVISORS, INC. — VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST(), Form 5500 (2024)

Original filing (PDF)20250523090528NAL0005535264002

VALUES FIRST ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST()

401(k) retirement plan

Active participants

13

Accounts w/ balance

13

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

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

80

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

VALUES FIRST ADVISORS, INC.

EIN

27-0392191all filings

Address

203 FORT WADE RD., STE 105 · PONTE VERDRA, FL · 32081

Phone

(904) 930-4662

Industry

Finance & Insurancesee 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

2025-05-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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