How big is Value Tech Realty Services, Inc.'s plan?

Value Tech Realty Services, Inc.'s plan reported $461K in assets and 5 participants for 2024.

Original filing (PDF)20250527114505NAL0016014674001

Value Tech Realty Services, Inc.

Name: Value Tech Realty Services, Inc. — Value Tech Realty, Form 5500 (2024)
Creator: Value Tech Realty Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Tech Realty Services, Inc. Employee Savings Trust

401(k) retirement plan · Value Tech Realty Services, Inc.'s Value Tech Realty Services, Inc. Employee Savings Trust held $461K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$461K

Net assets (EOY)

$461K

People on this filing

Wendi Newton signed Value Tech Realty Services, Inc.'s 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Value Tech Realty Services, Inc.'s EIN is 45-0466011.

EIN 45-0466011

Plan number 001

Plan year 2024

ACK ID 20250527114505NAL0016014674001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Value Tech Realty Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Value Tech Realty Services, Inc.'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 VALUE TECH REALTY SERVICES, INC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

VALUE TECH REALTY SERVICES, INC

EIN

all filings

Address

240 CRYSTAL GROVE BLVD · LUTZ, FL · 33548

Phone

(813) 948-0845

Industry

Real Estate

Plan administrator