How big is Van Valkenburg & Associates' plan?

Van Valkenburg & Associates' plan reported $751K in assets and 2 participants for 2024.

Original filing (PDF)20251009064826NAL0010450720001

Van Valkenburg & Associates

Name: Van Valkenburg & Associates — Van Valkenburg &, Form 5500 (2024)
Creator: Van Valkenburg & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Van Valkenburg & Associates Retirement Savings Plan

401(k) retirement plan · Van Valkenburg & Associates' Van Valkenburg & Associates Retirement Savings Plan held $751K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$751K

Net assets (EOY)

$751K

Plan identifiers

Van Valkenburg & Associates' EIN is 38-3567543.

EIN 38-3567543

Plan number 001

Plan year 2024

ACK ID 20251009064826NAL0010450720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Van Valkenburg & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Van Valkenburg & Associates' 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 VAN VALKENBURG & ASSOCIATES.

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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