Original filing (PDF)20230502121957NAL0011188755001

VALI COOPER AND ASSOCIATES, INC.

Name: VALI COOPER AND ASSOCIATES, INC. — VALI COOPER AND ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2022)
Creator: VALI COOPER AND ASSOCIATES, INC.

Form 5500

FILING_RECEIVED

VALI COOPER AND ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Signals · 2

Late filing · 29.5 mo~192 bps in Sched C fees

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALI COOPER AND ASSOCIATES, INC..

Plan sponsor

Name

VALI COOPER AND ASSOCIATES, INC.

EIN

68-0284873

Address

2000 POWELL STREET · SUITE 550 · EMERYVILLE, CA · 94608

Phone

(510) 446-8301

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2019-01-01

Tax period

2019-12-31

Filed

2023-05-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREAT-WEST LIFE AND ANNUITY INS	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$871	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ACEC RETIREMENT TRUST	—	WEST BLOOMFIELD, MI	INV. ADVISORY	$24K	—

Investments

11 pooled funds· $0(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
PRU CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165	Common Collective Trust	$0	<0.1%
VICTORY SMALL CAP VALUE FUND GLOBAL TRUST COMPANY · EIN 90-6240599 / PN 008	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2015 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 45-0618235 / PN 011	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2020 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 81-6396930 / PN 047	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2025 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 45-0618359 / PN 012	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2030 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 81-6403402 / PN 049	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2035 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 45-0618461 / PN 013	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2040 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 81-6410069 / PN 050	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2045 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 45-0618745 / PN 014	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2050 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 81-6415656 / PN 051	Common Collective Trust	$0	<0.1%
GREAT-WEST LIFETIME 2055 TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 45-0618856 / PN 015	Common Collective Trust	$0	<0.1%

1–11 of 11

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