How big is Gregg & Valby, LLP's plan?

Gregg & Valby, LLP's plan reported $4.9M in assets and 62 participants for 2025.

Original filing (PDF)20260519132947NAL0001013633001

Gregg & Valby, LLP

Name: Gregg & Valby, LLP — Gregg & Valby, LLP 401(k), Form 5500 (2025)
Creator: Gregg & Valby, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gregg & Valby, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Gregg & Valby, LLP's Gregg & Valby, LLP 401(k) Profit Sharing Plan held $4.9M in plan assets for 62 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Scott Valby signed Gregg & Valby, LLP's 2025 Form 5500 as plan administrator.

Scott Valby — 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

Gregg & Valby, LLP's EIN is 76-0404495.

EIN 76-0404495

Plan number 002

Plan year 2025

ACK ID 20260519132947NAL0001013633001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gregg & Valby, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gregg & Valby, LLP'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 GREGG & VALBY, LLP.

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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