How big is Valiant Wealth, LLC's plan?

Valiant Wealth, LLC's plan reported $1.7M in assets and 11 participants for 2023.

Original filing (PDF)20241010123614NAL0035698896001

Valiant Wealth, LLC

Name: Valiant Wealth, LLC — Valiant Wealth, LLC 401(k), Form 5500 (2023)
Creator: Valiant Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valiant Wealth, LLC 401(k) Plan

401(k) retirement plan · Valiant Wealth, LLC's Valiant Wealth, LLC 401(k) Plan held $1.7M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Valiant Wealth, LLC's EIN is 45-5628568.

EIN 45-5628568

Plan number 001

Plan year 2023

ACK ID 20241010123614NAL0035698896001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Valiant Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Valiant Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 VALIANT WEALTH, LLC.

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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

Knocking points off