Original filing (PDF)20241010123614NAL0035698896001

VALIANT WEALTH, LLC

Name: VALIANT WEALTH, LLC — VALIANT WEALTH, LLC 401(K) PLAN, Form 5500 (2023)
Creator: VALIANT WEALTH, LLC

Form 5500-SF

FILING_RECEIVED

VALIANT WEALTH, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALIANT WEALTH, LLC.

Plan sponsor

Name

VALIANT WEALTH, LLC

EIN

45-5628568

Address

3408 WOODLAND AVENUE, SUITE 402 · WEST DES MOINES, IA · 50266

Phone

(515) 223-6068

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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