How big is Valuation One Inc.'s plan?

Valuation One Inc.'s plan reported $110K in assets and 4 participants for 2024.

Original filing (PDF)20251010160101NAL0004394803001

Valuation One Inc.

Name: Valuation One Inc. — Valuation One Inc. 401(k), Form 5500 (2024)
Creator: Valuation One Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valuation One Inc. 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Valuation One Inc.'s Valuation One Inc. 401(k) Profit Sharing Plan Trust held $110K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$110K

Net assets (EOY)

$110K

People on this filing

ADAM Lockwood signed Valuation One Inc.'s 2024 Form 5500 as plan administrator.

ADAM Lockwood — 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

Valuation One Inc.'s EIN is 71-0917406.

EIN 71-0917406

Plan number 001

Plan year 2024

ACK ID 20251010160101NAL0004394803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Helping the score