How big is Valtinson Financial Group LLC's plan?

Valtinson Financial Group LLC's plan reported $1.3M in assets and 18 participants for 2024.

Original filing (PDF)20250711090337NAL0004113059001

Valtinson Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Valtinson Financial Group LLC 401(k)

401(k) retirement plan · Valtinson Financial Group LLC's Valtinson Financial Group LLC 401(k) held $1.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Lauris Valtinson signed Valtinson Financial Group LLC's 2024 Form 5500 as plan administrator.

Lauris Valtinson — 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

Valtinson Financial Group LLC's EIN is 47-5299907.

EIN 47-5299907

Plan number 001

Plan year 2024

ACK ID 20250711090337NAL0004113059001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valtinson Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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