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VALUATION STRATEGY ASSOCIATES, INC. — VALUATION STRATEGY ASSOCIATED INC 401-K PLAN DTD 01/01/2007, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251220092202NAL0011688304001
VALUATION STRATEGY ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
VALUATION STRATEGY ASSOCIATED INC 401-K PLAN DTD 01/01/2007
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$771K
Net assets (EOY)
$771K
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VALUATION STRATEGY ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
VALUATION STRATEGY ASSOCIATES, INC.
DBA
FAIRVALUE ADVISORS, LLC
EIN
58-2405496
Address
3455 PEACHTREE RD NE STE 500 · ATLANTA, GA · 303263236
Phone
(678) 291-9512
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-20
Pension benefit codes
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 1.1 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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