How big is Valpey Financial Services, LLC's plan?

Valpey Financial Services, LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251002125709NAL0000348003001

Valpey Financial Services, LLC

Name: Valpey Financial Services, LLC — Valpey Financial, Form 5500 (2024)
Creator: Valpey Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valpey Financial Services, LLC 401(k) Plan

401(k) retirement plan · Valpey Financial Services, LLC's Valpey Financial Services, LLC 401(k) Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Valpey Financial Services, LLC's EIN is 27-2446226.

EIN 27-2446226

Plan number 001

Plan year 2024

ACK ID 20251002125709NAL0000348003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valpey Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valpey Financial Services, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALPEY FINANCIAL SERVICES, LLC.

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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