Original filing (PDF)20231010171055NAL0019278099001

UPPER VALLEY ENT & ALLERGY

Name: UPPER VALLEY ENT & ALLERGY — Form 5500 (2022)
Creator: UPPER VALLEY ENT & ALLERGY

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER VALLEY ENT & ALLERGY.

Plan sponsor

Name

UPPER VALLEY ENT & ALLERGY

EIN

46-2093543all filings

Address

256 N. 2ND EAST, SUITE 2 · REXBURG, ID · 83440

Phone

(208) 656-9646

Industry