How big is Frances Valentine, LLC's plan?

Frances Valentine, LLC's plan reported $395K in assets and 62 participants for 2024.

Original filing (PDF)20251009155630NAL0004064355001

Frances Valentine, LLC

Name: Frances Valentine, LLC — Frances Valentine, LLC, Form 5500 (2024)
Creator: Frances Valentine, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Frances Valentine, LLC 401(k) Plan

401(k) retirement plan · Frances Valentine, LLC's Frances Valentine, LLC 401(k) Plan held $395K in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$395K

Net assets (EOY)

$395K

People on this filing

Richard Tatum signed Frances Valentine, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Frances Valentine, LLC's EIN is 47-1068248.

EIN 47-1068248

Plan number 001

Plan year 2024

ACK ID 20251009155630NAL0004064355001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Frances Valentine, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCES VALENTINE, 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

Helping the score