How big is Valley Advantages, LLC's plan?

Valley Advantages, LLC's plan reported $741K in assets and 91 participants for 2024.

Original filing (PDF)20250422140339NAL0002868435001

Valley Advantages, LLC

Name: Valley Advantages, LLC — Valley Advantages 401(k), Form 5500 (2024)
Creator: Valley Advantages, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Advantages 401(k) Plan

Defined-contribution retirement plan · Valley Advantages, LLC's Valley Advantages 401(k) Plan held $741K in plan assets for 91 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$741K

Net assets (EOY)

$741K

People on this filing

Kathy Carlson signed Valley Advantages, LLC's 2024 Form 5500 as plan administrator.

Kathy Carlson — 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

Valley Advantages, LLC's EIN is 46-3497620.

EIN 46-3497620

Plan number 001

Plan year 2024

ACK ID 20250422140339NAL0002868435001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley Advantages, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley Advantages, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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