How big is American Values' plan?

American Values' plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20250722121517NAL0001208323001

American Values

Name: American Values — American Values 401(k) Plan, Form 5500 (2024)
Creator: American Values
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Values 401(k) Plan

401(k) retirement plan · American Values' American Values 401(k) Plan held $2.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

American Values' EIN is 52-1762320.

EIN 52-1762320

Plan number 001

Plan year 2024

ACK ID 20250722121517NAL0001208323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American Values from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American Values' plan includes profit-sharing, a 401(k) feature, 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 AMERICAN VALUES.

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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

Knocking points off