How big is Valliance Bank's plan?

Valliance Bank's plan reported $9.3M in assets and 94 participants for 2025.

Original filing (PDF)20260210141541NAL0003162720001

Valliance Bank

Name: Valliance Bank — Valliance Bank 401(k) Plan, Form 5500 (2025)
Creator: Valliance Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valliance Bank 401(k) Plan

401(k) retirement plan · Valliance Bank's Valliance Bank 401(k) Plan held $9.3M in plan assets for 94 participants in 2025.

Active participants

Accounts w/ balance

114

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Shannon Sullivan signed Valliance Bank's 2025 Form 5500 as plan administrator.

Shannon Sullivan — 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

Valliance Bank's EIN is 41-2149887.

EIN 41-2149887

Plan number 001

Plan year 2025

ACK ID 20260210141541NAL0003162720001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valliance Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valliance Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLIANCE BANK.

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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

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

Plan sponsor

Name

VALLIANCE BANK

EIN

all filings

Address

1501 24TH AVE NW · NORMAN, OK · 73069

Phone

(405) 286-5749

Industry

Commercial Banking· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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