Original filing (PDF)20260218140325NAL0008416163001

Valisure LLC

Name: Valisure LLC — Valisure LLC 401(k) Plan, Form 5500 (2025)
Creator: Valisure LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valisure LLC 401(k) Plan

401(k) retirement plan · Valisure LLC's Valisure LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jessica Williston signed Valisure LLC's 2025 Form 5500 as plan administrator.

Jessica Williston — 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

Valisure LLC's EIN is 47-4386959.

EIN 47-4386959

Plan number 001

Plan year 2025

ACK ID 20260218140325NAL0008416163001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Valisure LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Valisure LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

VALISURE LLC

EIN

all filings

Address

5 SCIENCE PARK · NEW HAVEN, CT · 06511

Phone

(203) 691-8022

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-08-26

Filed

2026-02-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

Financial Management Associates LLC

Financial Management Associates LLC 401(k) Plan & Trust

I AM a Leader Foundation

Leader.ORG Retirement Plan

Spectrum Montessori, Inc.

Spectrum Montessori 401(k) Plan

Digital Additive, Inc.

Digital Additive 401(k) Plan

JBJ Investment Partners LLC

JBJ Investment Partners LLC Defined Benefit Plan & Trust

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.