VALLEY WEST FINANCIAL INSURANCE SERVICES CORPORATION
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$333K
Net assets (EOY)
$333K
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
76
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 VALLEY WEST FINANCIAL INSURANCE.
Plan sponsor
Name
VALLEY WEST FINANCIAL INSURANCE
EIN
33-0408405
Address
17054 MAGNOLIA ST · FOUNTAIN VALLEY, CA · 92708
Phone
(714) 861-3581
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
