How big is The Valen Group, LLC's plan?

The Valen Group, LLC's plan reported $202K in assets and 6 participants for 2025.

Original filing (PDF)20260520075420NAL0003085906001

The Valen Group, LLC

Name: The Valen Group, LLC — The Valen Group, LLC 401(k), Form 5500 (2025)
Creator: The Valen Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Valen Group, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · The Valen Group, LLC's The Valen Group, LLC 401(k) Retirement Savings Plan held $202K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$202K

Net assets (EOY)

$202K

People on this filing

GUS Valen signed The Valen Group, LLC's 2025 Form 5500 as plan administrator.

GUS Valen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Valen Group, LLC's EIN is 31-1727411.

EIN 31-1727411

Plan number 002

Plan year 2025

ACK ID 20260520075420NAL0003085906001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Valen Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Valen Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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